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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 | $32,861 | $103,008-68.1% | $90,304-63.6% | $152,897-78.5% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 17.08% | 95.22%-78.1pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $4,785 | $3,139+52.4% | $2,855+67.6% | $4,764+0.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $6,175-99.9% | $5,354-99.8% | $11,599-99.9% |