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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 | $17,584 | $154,365-88.6% | $130,231-86.5% | $139,466-87.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 133.44% | 30.53%+102.9pp | 38.86%+94.6pp | 373.66%-240.2pp |
| Employer contribution / active EE | $1,335 | $5,170-74.2% | $4,126-67.6% | $4,754-71.9% |
| Participant deferral / active EE | $1,347 | $8,498-84.2% | $6,799-80.2% | $6,712-79.9% |
| Admin fee / account holder | $233 | $9,214-97.5% | $6,020-96.1% | $11,409-98.0% |