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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 | $15,272 | $65,712-76.8% | $57,196-73.3% | $273,972-94.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.64% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $552 | $3,280-83.2% | $2,683-79.4% | $4,869-88.7% |
| Participant deferral / active EE | $552 | $3,782-85.4% | $3,096-82.2% | $5,287-89.6% |
| Admin fee / account holder | $63 | $4,838-98.7% | $3,141-98.0% | $10,133-99.4% |