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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 | $6,420 | $96,419-93.3% | $80,648-92.0% | $139,487-95.4% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 12.09% | 1352.86%-1340.8pp | 937.21%-925.1pp | 373.84%-361.8pp |
| Employer contribution / active EE | $2,418 | $3,261-25.8% | $2,724-11.2% | $4,755-49.1% |
| Participant deferral / active EE | $726 | $5,225-86.1% | $4,443-83.7% | $6,713-89.2% |
| Admin fee / account holder | $86 | $6,605-98.7% | $5,382-98.4% | $11,407-99.2% |