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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 | $20,793 | $73,978-71.9% | $96,515-78.5% | $75,173-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 25.41% | 26.72%-1.3pp | 35.73%-10.3pp | 160.72%-135.3pp |
| Employer contribution / active EE | $1,347 | $2,931-54.0% | $3,740-64.0% | $2,671-49.6% |
| Participant deferral / active EE | $1,328 | $3,660-63.7% | $4,880-72.8% | $4,126-67.8% |
| Admin fee / account holder | $268 | $5,219-94.9% | $6,735-96.0% | $5,651-95.3% |