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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 | $22,465 | $166,242-86.5% | $165,071-86.4% | $145,884-84.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,990 | $5,283-24.5% | $4,347-8.2% | $4,662-14.4% |
| Participant deferral / active EE | $1,769 | $6,964-74.6% | $6,035-70.7% | $6,690-73.6% |
| Admin fee / account holder | $139 | $16,658-99.2% | $12,695-98.9% | $13,392-99.0% |