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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 | $14,620 | $111,814-86.9% | $103,374-85.9% | $145,959-90.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.86% | 24.77%-6.9pp | 24.89%-7.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $7,409 | $4,214+75.8% | $3,869+91.5% | $4,661+59.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $104 | $9,754-98.9% | $8,394-98.8% | $13,398-99.2% |