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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 | $40,777 | $174,018-76.6% | $136,833-70.2% | $198,609-79.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 16.80% | 35.16%-18.4pp | 35.32%-18.5pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,158 | $1,571+101.0% | $1,319+139.5% | $5,055-37.5% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $165 | $5,434-97.0% | $4,706-96.5% | $19,030-99.1% |