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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 | $13,284 | $73,518-81.9% | $63,003-78.9% | $147,585-91.0% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 15.08% | 175.46%-160.4pp | 87.59%-72.5pp | 578.57%-563.5pp |
| Employer contribution / active EE | $749 | $3,322-77.5% | $2,760-72.9% | $4,876-84.6% |
| Participant deferral / active EE | $708 | $4,183-83.1% | $3,329-78.7% | $5,439-87.0% |
| Admin fee / account holder | $199 | $5,952-96.7% | $3,600-94.5% | $10,885-98.2% |