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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 | $150,346-86.9% | $120,524-83.7% | $145,877-86.5% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 12.16% | 154.40%-142.2pp | 107.36%-95.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,139 | $4,353-73.8% | $3,469-67.2% | $4,663-75.6% |
| Participant deferral / active EE | $867 | $6,172-86.0% | $4,994-82.6% | $6,691-87.0% |
| Admin fee / account holder | $15 | $12,215-99.9% | $9,440-99.8% | $13,402-99.9% |