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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 | $23,342 | $60,119-61.2% | $90,430-74.2% | $79,858-70.8% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 11.64% | 71.94%-60.3pp | 1293.73%-1282.1pp | 31.72%-20.1pp |
| Employer contribution / active EE | $445 | $2,068-78.5% | $3,262-86.4% | $2,471-82.0% |
| Participant deferral / active EE | $622 | $2,938-78.8% | $3,963-84.3% | $3,740-83.4% |
| Admin fee / account holder | $193 | $3,976-95.2% | $5,613-96.6% | $5,306-96.4% |