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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 | $11,994 | $110,337-89.1% | $102,383-88.3% | $145,877-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.31% | 24.83%-14.5pp | 24.94%-14.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,991 | $4,216-29.1% | $3,870-22.7% | $4,663-35.9% |
| Participant deferral / active EE | $1,303 | $5,621-76.8% | $5,060-74.2% | $6,691-80.5% |
| Admin fee / account holder | $207 | $9,750-97.9% | $8,391-97.5% | $13,402-98.5% |