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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 | $9,874 | $77,901-87.3% | $149,717-93.4% | $75,181-86.9% |
| Participation rate | 86.4% | 65.6%+20.8pp | 78.8%+7.6pp | 67.2%+19.2pp |
| Annual return | 14.24% | 31.73%-17.5pp | 134.41%-120.2pp | 160.69%-146.4pp |
| Employer contribution / active EE | $943 | $3,137-69.9% | $4,820-80.4% | $2,671-64.7% |
| Participant deferral / active EE | $335 | $3,411-90.2% | $5,682-94.1% | $4,126-91.9% |
| Admin fee / account holder | $28 | $5,949-99.5% | $13,213-99.8% | $5,650-99.5% |