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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 | $15,569 | $77,920-80.0% | $149,723-89.6% | $75,177-79.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.07% | 31.72%-13.6pp | 134.50%-116.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,278 | $3,138-59.3% | $4,821-73.5% | $2,671-52.2% |
| Participant deferral / active EE | $647 | $3,411-81.0% | $5,682-88.6% | $4,126-84.3% |
| Admin fee / account holder | $83 | $5,951-98.6% | $13,215-99.4% | $5,651-98.5% |