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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 | $25,242 | $53,127-52.5% | $86,597-70.9% | $70,131-64.0% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 20.37% | 27.66%-7.3pp | 964.96%-944.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,444 | $2,068-30.2% | $2,840-49.1% | $2,342-38.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $56 | $3,585-98.4% | $4,906-98.9% | $4,645-98.8% |