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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 | $30,695 | $76,368-59.8% | $67,681-54.6% | $154,746-80.2% |
| Participation rate | 92.9% | 79.0%+13.9pp | 73.7%+19.1pp | 80.7%+12.2pp |
| Annual return | 18.07% | 1066.77%-1048.7pp | 590.58%-572.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,724 | $3,151-45.3% | $2,678-35.6% | $4,379-60.6% |
| Participant deferral / active EE | $362 | $4,824-92.5% | $3,976-90.9% | $6,730-94.6% |
| Admin fee / account holder | $58 | $8,559-99.3% | $6,100-99.0% | $14,365-99.6% |