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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 | $16,395 | $51,207-68.0% | $70,565-76.8% | $75,177-78.2% |
| Participation rate | 81.4% | 61.0%+20.4pp | 68.4%+13.0pp | 67.2%+14.2pp |
| Annual return | 27.92% | 30.05%-2.1pp | 32.79%-4.9pp | 160.75%-132.8pp |
| Employer contribution / active EE | $10,099 | $1,826+452.9% | $2,976+239.4% | $2,671+278.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $219 | $4,097-94.6% | $6,430-96.6% | $5,651-96.1% |