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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 | $16,329 | $70,366-76.8% | $66,674-75.5% | $138,895-88.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 13.48% | 386.41%-372.9pp | 321.24%-307.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,891 | $2,765-31.6% | $2,620-27.8% | $4,194-54.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $90 | $5,262-98.3% | $5,098-98.2% | $12,562-99.3% |