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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 | $23,335 | $117,846-80.2% | $102,434-77.2% | $145,884-84.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.67% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,891 | $3,615-20.0% | $3,023-4.4% | $4,662-38.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |