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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 | $16,256 | $124,330-86.9% | $109,173-85.1% | $167,536-90.3% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 10.30% | 26.04%-15.7pp | 25.75%-15.5pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,928 | $4,209-54.2% | $3,723-48.2% | $4,839-60.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $111 | $7,974-98.6% | $6,755-98.4% | $12,315-99.1% |