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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 | $26,165 | $124,314-79.0% | $109,163-76.0% | $167,518-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.68% | 26.04%-12.4pp | 25.75%-12.1pp | 478.71%-465.0pp |
| Employer contribution / active EE | $1,491 | $4,209-64.6% | $3,723-59.9% | $4,838-69.2% |
| Participant deferral / active EE | $1,123 | $5,256-78.6% | $4,654-75.9% | $6,342-82.3% |
| Admin fee / account holder | $287 | $7,973-96.4% | $6,754-95.8% | $12,312-97.7% |