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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 | $5,072 | $76,608-93.4% | $56,077-91.0% | $145,877-96.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 7.48% | 3009.59%-3002.1pp | 1709.28%-1701.8pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,496 | $1,382+80.6% | $1,040+139.9% | $4,663-46.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |