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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 | $21,414 | $160,040-86.6% | $147,096-85.4% | $145,877-85.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 12.32% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,639 | $5,289-69.0% | $4,936-66.8% | $4,663-64.9% |
| Participant deferral / active EE | $2,000 | $8,429-76.3% | $8,071-75.2% | $6,691-70.1% |
| Admin fee / account holder | $195 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |