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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 | $19,686 | $150,412-86.9% | $120,574-83.7% | $145,884-86.5% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 12.16% | 154.50%-142.3pp | 107.42%-95.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,139 | $4,355-73.9% | $3,471-67.2% | $4,662-75.6% |
| Participant deferral / active EE | $867 | $6,175-86.0% | $4,996-82.7% | $6,690-87.0% |
| Admin fee / account holder | $15 | $12,224-99.9% | $9,445-99.8% | $13,392-99.9% |