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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 | $47,457 | $98,240-51.7% | $82,312-42.3% | $147,586-67.8% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 16.99% | 30.85%-13.9pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $964 | $3,192-69.8% | $2,428-60.3% | $4,876-80.2% |
| Participant deferral / active EE | $1,289 | $4,383-70.6% | $3,706-65.2% | $5,439-76.3% |
| Admin fee / account holder | $291 | $8,563-96.6% | $5,608-94.8% | $10,886-97.3% |