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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 | $22,733 | $91,167-75.1% | $178,498-87.3% | $79,858-71.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.15% | 24.19%-13.0pp | 151.09%-139.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,778 | $3,255-14.7% | $5,011-44.6% | $2,471+12.4% |
| Participant deferral / active EE | $493 | $3,236-84.8% | $5,202-90.5% | $3,740-86.8% |
| Admin fee / account holder | $43 | $6,747-99.4% | $13,985-99.7% | $5,306-99.2% |