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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 | $1,949 | $67,823-97.1% | $52,425-96.3% | $137,256-98.6% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 18.83% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $30 | $2,288-98.7% | $1,790-98.3% | $6,407-99.5% |
| Admin fee / account holder | $145 | $2,844-94.9% | $2,495-94.2% | $12,270-98.8% |