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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 | $20,145 | $114,130-82.3% | $96,192-79.1% | $167,553-88.0% |
| Participation rate | 95.8% | 75.1%+20.8pp | 68.4%+27.4pp | 82.1%+13.7pp |
| Annual return | 26.07% | 190.07%-164.0pp | 192.09%-166.0pp | 478.89%-452.8pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $727 | $5,198-86.0% | $4,351-83.3% | $6,343-88.5% |
| Admin fee / account holder | $30 | $6,901-99.6% | $5,539-99.5% | $12,316-99.8% |