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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 | $25,697 | $59,440-56.8% | $70,160-63.4% | $75,177-65.8% |
| Participation rate | 92.3% | 71.6%+20.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 16.71% | 18.53%-1.8pp | 19.08%-2.4pp | 160.75%-144.0pp |
| Employer contribution / active EE | $2,243 | $3,307-32.2% | $4,285-47.7% | $2,671-16.0% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $5,394-100.0% | $4,126-100.0% |
| Admin fee / account holder | $221 | $4,401-95.0% | $4,582-95.2% | $5,651-96.1% |