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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 | $57,410 | $127,273-54.9% | $109,895-47.8% | $167,518-65.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.38% | 22.97%-7.6pp | 29.46%-14.1pp | 478.71%-463.3pp |
| Employer contribution / active EE | $1,128 | $3,324-66.1% | $2,843-60.3% | $4,838-76.7% |
| Participant deferral / active EE | $496 | $4,515-89.0% | $4,049-87.8% | $6,342-92.2% |
| Admin fee / account holder | $103 | $7,117-98.6% | $6,067-98.3% | $12,312-99.2% |