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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 | $45,753 | $69,248-33.9% | $64,101-28.6% | $139,466-67.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.52% | 45.95%-34.4pp | 33.72%-22.2pp | 373.66%-362.1pp |
| Employer contribution / active EE | $390 | $3,185-87.8% | $2,749-85.8% | $4,754-91.8% |
| Participant deferral / active EE | $593 | $4,682-87.3% | $3,881-84.7% | $6,712-91.2% |
| Admin fee / account holder | $88 | $4,247-97.9% | $3,070-97.1% | $11,409-99.2% |