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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 | $48,904 | $103,392-52.7% | $87,104-43.9% | $152,897-68.0% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.9%-6.3pp | 82.5%-11.9pp |
| Annual return | 18.55% | 28.10%-9.6pp | 28.19%-9.6pp | 345.43%-326.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $881 | $4,778-81.6% | $4,048-78.2% | $5,851-84.9% |
| Admin fee / account holder | $192 | $12,194-98.4% | $7,491-97.4% | $11,599-98.3% |