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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 | $24,628 | $52,467-53.1% | $57,196-56.9% | $55,167-55.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.47% | 7.72%-2.2pp | 14.59%-9.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,805 | $2,477-27.2% | $2,683-32.7% | $1,963-8.1% |
| Participant deferral / active EE | $49 | $2,830-98.3% | $3,096-98.4% | $3,054-98.4% |
| Admin fee / account holder | $30 | $269-88.8% | $3,141-99.0% | $504-94.0% |