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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 | $33,515 | $157,296-78.7% | $141,191-76.3% | $152,897-78.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.77% | 64.34%-41.6pp | 71.41%-48.6pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,961 | $5,262-43.7% | $4,736-37.5% | $4,764-37.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $213 | $12,125-98.2% | $10,264-97.9% | $11,599-98.2% |