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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 | $47,851 | $111,814-57.2% | $103,374-53.7% | $145,959-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 24.77%-10.1pp | 24.89%-10.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,745 | $4,214-11.1% | $3,869-3.2% | $4,661-19.6% |
| Participant deferral / active EE | $983 | $5,618-82.5% | $5,058-80.6% | $6,689-85.3% |
| Admin fee / account holder | $161 | $9,754-98.4% | $8,394-98.1% | $13,398-98.8% |