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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 | $28,958 | $149,741-80.7% | $118,914-75.6% | $158,982-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.02% | 19.94%-7.9pp | 35.89%-23.9pp | 302.99%-291.0pp |
| Employer contribution / active EE | $855 | $4,119-79.2% | $3,264-73.8% | $4,763-82.0% |
| Participant deferral / active EE | $609 | $5,226-88.3% | $4,266-85.7% | $5,983-89.8% |
| Admin fee / account holder | $77 | $8,607-99.1% | $6,582-98.8% | $11,252-99.3% |