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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 | $69,296 | $106,247-34.8% | $96,515-28.2% | $139,466-50.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.55% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $856 | $4,106-79.2% | $3,740-77.1% | $4,754-82.0% |
| Participant deferral / active EE | $1,141 | $5,456-79.1% | $4,880-76.6% | $6,712-83.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |