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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 | $14,644 | $108,911-86.6% | $100,392-85.4% | $145,884-90.0% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 16.12% | 58.23%-42.1pp | 49.45%-33.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,087 | $4,420-52.8% | $3,941-47.0% | $4,662-55.2% |
| Participant deferral / active EE | $2,087 | $8,459-75.3% | $8,090-74.2% | $6,690-68.8% |
| Admin fee / account holder | $176 | $9,698-98.2% | $7,904-97.8% | $13,392-98.7% |