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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 | $48,086 | $107,809-55.4% | $97,032-50.4% | $155,188-69.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 29.56% | 38.06%-8.5pp | 35.38%-5.8pp | 148.84%-119.3pp |
| Employer contribution / active EE | $1,558 | $2,911-46.5% | $2,629-40.7% | $4,248-63.3% |
| Participant deferral / active EE | $650 | $5,129-87.3% | $4,672-86.1% | $6,531-90.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |