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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 | $7,478 | $88,778-91.6% | $81,844-90.9% | $145,884-94.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.91% | 1033.03%-1022.1pp | 778.87%-768.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,649 | $3,087-46.6% | $2,916-43.5% | $4,662-64.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $54 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |