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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 | $45,987 | $117,846-61.0% | $102,434-55.1% | $145,884-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 31.90%-19.3pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,936 | $3,615-46.4% | $3,023-36.0% | $4,662-58.5% |
| Participant deferral / active EE | $1,585 | $5,733-72.4% | $5,055-68.6% | $6,690-76.3% |
| Admin fee / account holder | $144 | $13,356-98.9% | $9,462-98.5% | $13,392-98.9% |