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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 | $94,356 | $117,904-20.0% | $102,457-7.9% | $145,978-35.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 31.80%-17.5pp | 29.41%-15.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,361 | $3,613-62.3% | $3,022-55.0% | $4,662-70.8% |
| Participant deferral / active EE | $233 | $5,733-95.9% | $5,054-95.4% | $6,690-96.5% |
| Admin fee / account holder | $250 | $13,329-98.1% | $9,451-97.4% | $13,400-98.1% |