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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 | $14,948 | $114,013-86.9% | $103,693-85.6% | $155,188-90.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.75% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $600 | $3,131-80.8% | $2,920-79.4% | $4,248-85.9% |
| Participant deferral / active EE | $972 | $4,970-80.4% | $4,579-78.8% | $6,531-85.1% |
| Admin fee / account holder | $246 | $8,407-97.1% | $7,858-96.9% | $14,480-98.3% |