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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 | $12,005 | $109,872-89.1% | $98,483-87.8% | $167,536-92.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.39% | 1959.31%-1941.9pp | 1494.38%-1477.0pp | 478.82%-461.4pp |
| Employer contribution / active EE | $355 | $3,225-89.0% | $2,961-88.0% | $4,839-92.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $130 | $6,757-98.1% | $5,953-97.8% | $12,315-98.9% |