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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 | $17,700 | $48,011-63.1% | $63,803-72.3% | $82,637-78.6% |
| Participation rate | 74.3% | 66.6%+7.7pp | 72.7%+1.6pp | 68.1%+6.2pp |
| Annual return | 16.58% | 19.84%-3.3pp | 543.72%-527.1pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $40 | $2,846-98.6% | $3,843-99.0% | $4,126-99.0% |
| Admin fee / account holder | $296 | $3,873-92.4% | $5,196-94.3% | $7,339-96.0% |