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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 | $30,470 | $135,956-77.6% | $123,894-75.4% | $273,972-88.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.23% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,375 | $6,343-78.3% | $5,984-77.0% | $5,287-74.0% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |