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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 | $108,912-86.6% | $100,383-85.4% | $145,959-90.0% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 16.12% | 57.96%-41.8pp | 49.26%-33.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,087 | $4,423-52.8% | $3,944-47.1% | $4,661-55.2% |
| Participant deferral / active EE | $2,087 | $8,451-75.3% | $8,086-74.2% | $6,689-68.8% |
| Admin fee / account holder | $176 | $9,690-98.2% | $7,900-97.8% | $13,398-98.7% |