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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 | $6,326 | $97,125-93.5% | $86,233-92.7% | $137,256-95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.71% | 74.19%-51.5pp | 61.39%-38.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $666 | $2,841-76.6% | $2,504-73.4% | $4,156-84.0% |
| Participant deferral / active EE | $587 | $5,180-88.7% | $4,559-87.1% | $6,407-90.8% |
| Admin fee / account holder | $5 | $9,725-99.9% | $8,342-99.9% | $12,270-100.0% |