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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 | $21,835 | $88,778-75.4% | $81,844-73.3% | $145,884-85.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.60% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $492 | $3,087-84.1% | $2,916-83.1% | $4,662-89.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $66 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |