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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 | $12,988 | $110,379-88.2% | $102,412-87.3% | $145,884-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 24.84%-10.0pp | 24.94%-10.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,464 | $4,216-65.3% | $3,870-62.2% | $4,662-68.6% |
| Participant deferral / active EE | $880 | $5,622-84.3% | $5,060-82.6% | $6,690-86.8% |
| Admin fee / account holder | $260 | $9,745-97.3% | $8,388-96.9% | $13,392-98.1% |