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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 | $18,444 | $100,895-81.7% | $90,430-79.6% | $158,950-88.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 20.72% | 1725.54%-1704.8pp | 1293.73%-1273.0pp | 302.91%-282.2pp |
| Employer contribution / active EE | $1,664 | $3,689-54.9% | $3,262-49.0% | $4,762-65.1% |
| Participant deferral / active EE | $343 | $4,347-92.1% | $3,963-91.3% | $5,983-94.3% |
| Admin fee / account holder | $18 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |