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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 | $7,185 | $88,702-91.9% | $81,780-91.2% | $145,978-95.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 14.23% | 1029.12%-1014.9pp | 776.27%-762.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,043 | $3,084-66.2% | $2,914-64.2% | $4,662-77.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $124 | $8,414-98.5% | $7,384-98.3% | $13,400-99.1% |