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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 | $26,862 | $93,598-71.3% | $135,974-80.2% | $75,173-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.07% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,724 | $3,538-51.3% | $4,859-64.5% | $2,671-35.5% |
| Participant deferral / active EE | $1,959 | $6,405-69.4% | $7,760-74.8% | $4,126-52.5% |
| Admin fee / account holder | $271 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |