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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 | $16,036 | $45,050-64.4% | $63,018-74.6% | $70,126-77.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.14% | 18.76%-1.6pp | 87.62%-70.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $892 | $2,052-56.5% | $2,761-67.7% | $2,343-61.9% |
| Participant deferral / active EE | $709 | $2,466-71.2% | $3,330-78.7% | $3,332-78.7% |
| Admin fee / account holder | $40 | $2,834-98.6% | $3,601-98.9% | $4,645-99.1% |