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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 | $11,794 | $88,702-86.7% | $81,780-85.6% | $145,978-91.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.87% | 1029.12%-1016.2pp | 776.27%-763.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,233 | $3,084-60.0% | $2,914-57.7% | $4,662-73.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $63 | $8,414-99.3% | $7,384-99.1% | $13,400-99.5% |