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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 | $45,227 | $156,616-71.1% | $133,346-66.1% | $198,609-77.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.75% | 44.25%-25.5pp | 36.85%-18.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,290 | $3,368-61.7% | $2,853-54.8% | $5,055-74.5% |
| Participant deferral / active EE | $1,290 | $4,920-73.8% | $4,332-70.2% | $6,977-81.5% |
| Admin fee / account holder | $136 | $17,468-99.2% | $14,264-99.1% | $19,030-99.3% |