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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 | $15,670 | $105,960-85.2% | $81,726-80.8% | $158,982-90.1% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.0%+19.7pp | 82.0%+9.7pp |
| Annual return | 15.44% | 38.19%-22.8pp | 29.49%-14.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,658 | $7,805-65.9% | $4,311-38.3% | $4,763-44.2% |
| Participant deferral / active EE | $23 | $13,011-99.8% | $7,108-99.7% | $5,983-99.6% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |