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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 | $58,584 | $115,810-49.4% | $101,271-42.2% | $158,966-63.1% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 10.26% | 56.15%-45.9pp | 46.48%-36.2pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $690 | $4,958-86.1% | $4,371-84.2% | $5,983-88.5% |
| Admin fee / account holder | $157 | $7,248-97.8% | $5,948-97.4% | $11,250-98.6% |