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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 | $32,637 | $99,053-67.1% | $88,179-63.0% | $138,895-76.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.30% | 78.17%-62.9pp | 64.97%-49.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $5,350 | $2,882+85.6% | $2,549+109.9% | $4,194+27.6% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $219 | $8,748-97.5% | $7,673-97.1% | $12,562-98.3% |