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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 | $16,710 | $41,377-59.6% | $109,313-84.7% | $62,881-73.4% |
| Participation rate | 96.0% | 57.5%+38.5pp | 71.3%+24.7pp | 69.3%+26.7pp |
| Annual return | 5.97% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $617 | $2,045-69.8% | $3,166-80.5% | $3,203-80.7% |
| Admin fee / account holder | $203 | $2,884-93.0% | $5,666-96.4% | $4,296-95.3% |