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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 | $13,677 | $100,868-86.4% | $90,414-84.9% | $158,931-91.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 6.52% | 1724.58%-1718.1pp | 1293.19%-1286.7pp | 302.86%-296.3pp |
| Employer contribution / active EE | $2,109 | $3,689-42.8% | $3,262-35.4% | $4,761-55.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $132 | $6,502-98.0% | $5,611-97.7% | $11,247-98.8% |