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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 | $26,566 | $88,778-70.1% | $81,844-67.5% | $145,884-81.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,576 | $3,087+48.2% | $2,916+56.9% | $4,662-1.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $211 | $8,430-97.5% | $7,355-97.1% | $13,392-98.4% |