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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 | $24,184 | $96,123-74.8% | $77,361-68.7% | $198,609-87.8% |
| Participation rate | 84.6% | 81.1%+3.5pp | 75.0%+9.6pp | 82.4%+2.2pp |
| Annual return | 13.20% | 2054.81%-2041.6pp | 1011.54%-998.3pp | 202.70%-189.5pp |
| Employer contribution / active EE | $877 | $3,791-76.9% | $2,990-70.7% | $5,055-82.7% |
| Participant deferral / active EE | $1,341 | $4,975-73.0% | $3,911-65.7% | $6,977-80.8% |
| Admin fee / account holder | $248 | $9,471-97.4% | $5,894-95.8% | $19,030-98.7% |