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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 | $24,375 | $103,000-76.3% | $90,300-73.0% | $152,885-84.1% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 18.05% | 95.19%-77.1pp | 78.11%-60.1pp | 345.39%-327.3pp |
| Employer contribution / active EE | $907 | $3,138-71.1% | $2,854-68.2% | $4,763-81.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |