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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 | $26,077 | $72,273-63.9% | $101,275-74.3% | $79,856-67.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.79% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,610 | $2,691-40.2% | $3,660-56.0% | $2,471-34.8% |
| Participant deferral / active EE | $51 | $3,282-98.4% | $4,371-98.8% | $3,741-98.6% |
| Admin fee / account holder | $23 | $4,401-99.5% | $5,948-99.6% | $5,306-99.6% |