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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 | $15,893 | $111,878-85.8% | $93,727-83.0% | $145,897-89.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 13.57% | 204.28%-190.7pp | 133.83%-120.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $5,271 | $3,092+70.5% | $2,421+117.7% | $4,663+13.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $278 | $10,256-97.3% | $8,292-96.6% | $13,390-97.9% |