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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 | $16,704 | $47,479-64.8% | $62,929-73.5% | $82,448-79.7% |
| Participation rate | 86.5% | 66.9%+19.6pp | 73.1%+13.4pp | 68.1%+18.4pp |
| Annual return | 15.72% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,173 | $1,885+15.2% | $2,505-13.2% | $2,551-14.8% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22 | $3,804-99.4% | $5,065-99.6% | $7,234-99.7% |