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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 | $36,967 | $85,766-56.9% | $136,298-72.9% | $70,126-47.3% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 14.80% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,406 | $2,966-52.6% | $4,696-70.0% | $2,343-40.0% |
| Participant deferral / active EE | $1,734 | $5,051-65.7% | $6,247-72.2% | $3,332-48.0% |
| Admin fee / account holder | $23 | $5,421-99.6% | $9,244-99.8% | $4,645-99.5% |