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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 | $18,021 | $161,352-88.8% | $134,172-86.6% | $137,256-86.9% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 14.37% | 28.72%-14.4pp | 25.30%-10.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,111 | $4,099-72.9% | $3,420-67.5% | $4,156-73.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $194 | $15,028-98.7% | $12,016-98.4% | $12,270-98.4% |