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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 | $34,713 | $93,589-62.9% | $135,942-74.5% | $75,181-53.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.14% | 30.90%-8.8pp | 68.28%-46.1pp | 160.69%-138.5pp |
| Employer contribution / active EE | $1,251 | $3,537-64.6% | $4,858-74.2% | $2,671-53.1% |
| Participant deferral / active EE | $916 | $6,405-85.7% | $7,759-88.2% | $4,126-77.8% |
| Admin fee / account holder | $161 | $6,977-97.7% | $10,764-98.5% | $5,650-97.2% |