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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 | $9,914 | $81,331-87.8% | $155,534-93.6% | $80,935-87.8% |
| Participation rate | 71.9% | 66.3%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 11.04% | 33.37%-22.3pp | 64.92%-53.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $941 | $3,105-69.7% | $4,675-79.9% | $2,757-65.9% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $219 | $7,999-97.3% | $15,900-98.6% | $6,924-96.8% |