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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 | $47,777 | $171,272-72.1% | $127,803-62.6% | $152,909-68.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 18.34% | 23.54%-5.2pp | 26.14%-7.8pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,344 | $5,451-75.3% | $4,576-70.6% | $4,764-71.8% |
| Participant deferral / active EE | $2,234 | $7,043-68.3% | $6,023-62.9% | $5,851-61.8% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |