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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 | $24,649 | $100,895-75.6% | $90,430-72.7% | $158,950-84.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 14.47% | 1725.54%-1711.1pp | 1293.73%-1279.3pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,240 | $3,689-66.4% | $3,262-62.0% | $4,762-74.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $84 | $6,505-98.7% | $5,613-98.5% | $11,248-99.3% |