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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 | $20,565 | $160,070-87.2% | $147,117-86.0% | $145,897-85.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.17% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,197 | $8,419-85.8% | $8,065-85.2% | $6,689-82.1% |
| Admin fee / account holder | $74 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |