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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 | $32,223 | $87,166-63.0% | $76,735-58.0% | $137,256-76.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.26% | 26.50%-14.2pp | 29.77%-17.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,401 | $2,904-51.8% | $2,454-42.9% | $4,156-66.3% |
| Participant deferral / active EE | $840 | $4,726-82.2% | $4,088-79.5% | $6,407-86.9% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |