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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 | $24,633 | $51,184-51.9% | $66,439-62.9% | $86,983-71.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 16.22% | 17.07%-0.8pp | 757.66%-741.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $801 | $2,023-60.4% | $2,637-69.6% | $2,584-69.0% |
| Participant deferral / active EE | $335 | $2,927-88.6% | $3,876-91.4% | $4,194-92.0% |
| Admin fee / account holder | $282 | $4,154-93.2% | $6,173-95.4% | $7,856-96.4% |