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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 | $17,795 | $95,664-81.4% | $76,902-76.9% | $139,487-87.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.80% | 55.03%-39.2pp | 37.91%-22.1pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,190 | $3,147-30.4% | $2,534-13.6% | $4,755-53.9% |
| Participant deferral / active EE | $740 | $4,626-84.0% | $3,833-80.7% | $6,713-89.0% |
| Admin fee / account holder | $144 | $8,311-98.3% | $5,479-97.4% | $11,407-98.7% |