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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 | $23,524 | $160,028-85.3% | $147,080-84.0% | $145,884-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,362 | $5,286-55.3% | $4,933-52.1% | $4,662-49.3% |
| Participant deferral / active EE | $2,362 | $8,422-72.0% | $8,066-70.7% | $6,690-64.7% |
| Admin fee / account holder | $118 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |