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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 | $21,037 | $69,252-69.6% | $64,099-67.2% | $139,456-84.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.49% | 45.89%-27.4pp | 33.70%-15.2pp | 373.45%-355.0pp |
| Employer contribution / active EE | $931 | $3,184-70.8% | $2,748-66.1% | $4,753-80.4% |
| Participant deferral / active EE | $322 | $4,683-93.1% | $3,881-91.7% | $6,711-95.2% |
| Admin fee / account holder | $73 | $4,248-98.3% | $3,070-97.6% | $11,407-99.4% |