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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,331 | $73,546-53.3% | $63,018-45.5% | $147,586-76.7% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 12.72% | 175.56%-162.8pp | 87.62%-74.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $811 | $3,324-75.6% | $2,761-70.6% | $4,876-83.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $51 | $5,956-99.1% | $3,601-98.6% | $10,886-99.5% |