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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 | $88,754-86.7% | $81,820-85.6% | $145,877-91.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 12.87% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,233 | $3,085-60.0% | $2,915-57.7% | $4,663-73.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $63 | $8,424-99.3% | $7,391-99.1% | $13,402-99.5% |