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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 | $14,405 | $109,872-86.9% | $98,483-85.4% | $167,536-91.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 16.12% | 1959.31%-1943.2pp | 1494.38%-1478.3pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,123 | $3,225-65.2% | $2,961-62.1% | $4,839-76.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $240 | $6,757-96.4% | $5,953-96.0% | $12,315-98.0% |