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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 | $32,150 | $87,546-63.3% | $75,784-57.6% | $125,389-74.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.12% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,773 | $3,930-54.9% | $3,323-46.6% | $4,866-63.6% |
| Participant deferral / active EE | $304 | $4,230-92.8% | $3,652-91.7% | $5,352-94.3% |
| Admin fee / account holder | $225 | $6,503-96.5% | $5,300-95.7% | $9,541-97.6% |