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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 | $110,410-56.7% | $102,437-53.3% | $145,897-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,745 | $4,217-11.2% | $3,871-3.2% | $4,663-19.7% |
| Participant deferral / active EE | $983 | $5,622-82.5% | $5,060-80.6% | $6,689-85.3% |
| Admin fee / account holder | $161 | $9,745-98.3% | $8,388-98.1% | $13,390-98.8% |