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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 | $7,910 | $100,203-92.1% | $85,240-90.7% | $145,897-94.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 18.80% | 84.28%-65.5pp | 66.75%-48.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,647 | $3,242-49.2% | $2,735-39.8% | $4,663-64.7% |
| Participant deferral / active EE | $285 | $5,299-94.6% | $4,527-93.7% | $6,689-95.7% |
| Admin fee / account holder | $248 | $7,265-96.6% | $6,165-96.0% | $13,390-98.2% |