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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 | $17,415 | $124,980-86.1% | $108,359-83.9% | $154,746-88.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.96% | 45.00%-34.0pp | 36.89%-25.9pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $832 | $4,743-82.5% | $4,137-79.9% | $6,730-87.6% |
| Admin fee / account holder | $251 | $11,502-97.8% | $9,741-97.4% | $14,365-98.3% |