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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 | $38,428 | $171,865-77.6% | $149,718-74.3% | $147,585-74.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 14.50% | 2113.29%-2098.8pp | 1501.67%-1487.2pp | 578.56%-564.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,189 | $7,270-69.9% | $6,569-66.7% | $5,439-59.7% |
| Admin fee / account holder | $156 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |