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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 | $14,633 | $100,895-85.5% | $90,430-83.8% | $158,950-90.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 15.96% | 1725.54%-1709.6pp | 1293.73%-1277.8pp | 302.91%-286.9pp |
| Employer contribution / active EE | $294 | $3,689-92.0% | $3,262-91.0% | $4,762-93.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |