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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 | $39,477 | $103,966-62.0% | $112,923-65.0% | $75,177-47.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 14.45% | 24.54%-10.1pp | 34.13%-19.7pp | 160.75%-146.3pp |
| Employer contribution / active EE | $2,552 | $3,870-34.1% | $4,570-44.2% | $2,671-4.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,520-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15 | $7,663-99.8% | $7,046-99.8% | $5,651-99.7% |