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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 | $25,610 | $110,379-76.8% | $102,412-75.0% | $145,884-82.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.80% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,269 | $4,216-69.9% | $3,870-67.2% | $4,662-72.8% |
| Participant deferral / active EE | $1,269 | $5,622-77.4% | $5,060-74.9% | $6,690-81.0% |
| Admin fee / account holder | $104 | $9,745-98.9% | $8,388-98.8% | $13,392-99.2% |