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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 | $24,393 | $106,280-77.0% | $96,538-74.7% | $139,487-82.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.53% | 38.48%-21.9pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $5,207 | $4,107+26.8% | $3,740+39.2% | $4,755+9.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $181 | $7,888-97.7% | $6,737-97.3% | $11,407-98.4% |