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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 | $13,300 | $65,712-79.8% | $57,196-76.7% | $273,972-95.1% |
| Participation rate | 72.7% | 78.3%-5.6pp | 75.3%-2.6pp | 83.0%-10.3pp |
| Annual return | 4.64% | 22.01%-17.4pp | 14.59%-10.0pp | 41.46%-36.8pp |
| Employer contribution / active EE | $652 | $3,280-80.1% | $2,683-75.7% | $4,869-86.6% |
| Participant deferral / active EE | $21 | $3,782-99.4% | $3,096-99.3% | $5,287-99.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |