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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 | $27,742 | $106,247-73.9% | $96,515-71.3% | $139,466-80.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.04% | 38.47%-20.4pp | 35.73%-17.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,008 | $4,106-75.5% | $3,740-73.1% | $4,754-78.8% |
| Participant deferral / active EE | $1,176 | $5,456-78.5% | $4,880-75.9% | $6,712-82.5% |
| Admin fee / account holder | $247 | $7,885-96.9% | $6,735-96.3% | $11,409-97.8% |