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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 | $49,207 | $176,786-72.2% | $146,643-66.4% | $167,536-70.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.31% | 24.04%-8.7pp | 22.75%-7.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,200 | $5,161-76.7% | $4,137-71.0% | $4,839-75.2% |
| Participant deferral / active EE | $1,538 | $6,440-76.1% | $5,506-72.1% | $6,342-75.8% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |