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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 | $19,432 | $77,449-74.9% | $69,483-72.0% | $152,909-87.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 12.55% | 39.09%-26.5pp | 28.99%-16.4pp | 345.46%-332.9pp |
| Employer contribution / active EE | $403 | $3,316-87.9% | $2,780-85.5% | $4,764-91.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $172 | $6,210-97.2% | $3,841-95.5% | $11,601-98.5% |