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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 | $45,042 | $103,008-56.3% | $90,304-50.1% | $152,897-70.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 28.19% | 95.22%-67.0pp | 78.13%-49.9pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,737 | $3,139-44.7% | $2,855-39.1% | $4,764-63.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $260 | $6,175-95.8% | $5,354-95.1% | $11,599-97.8% |