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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 | $46,072 | $152,612-69.8% | $125,192-63.2% | $152,897-69.9% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 21.57% | 54.85%-33.3pp | 43.79%-22.2pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,735 | $5,868-70.4% | $4,937-64.9% | $5,851-70.3% |
| Admin fee / account holder | $127 | $13,437-99.1% | $9,704-98.7% | $11,599-98.9% |