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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 | $17,816 | $100,938-82.3% | $90,461-80.3% | $158,982-88.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 26.51% | 1727.20%-1700.7pp | 1294.76%-1268.3pp | 302.99%-276.5pp |
| Employer contribution / active EE | $595 | $3,691-83.9% | $3,264-81.8% | $4,763-87.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $117 | $6,510-98.2% | $5,617-97.9% | $11,252-99.0% |