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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 | $21,307 | $88,815-76.0% | $81,882-74.0% | $145,897-85.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.84% | 1033.75%-1015.9pp | 779.47%-761.6pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,385 | $3,086-55.1% | $2,916-52.5% | $4,663-70.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $276 | $8,434-96.7% | $7,360-96.3% | $13,390-97.9% |