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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 | $8,350 | $57,119-85.4% | $85,187-90.2% | $80,935-89.7% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.7%+12.3pp |
| Annual return | 11.22% | 21.70%-10.5pp | 66.67%-55.4pp | 35.66%-24.4pp |
| Employer contribution / active EE | $5,711 | $1,802+217.0% | $2,732+109.0% | $2,757+107.2% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $52 | $4,990-99.0% | $6,162-99.2% | $6,924-99.2% |