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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 | $13,324 | $94,439-85.9% | $73,658-81.9% | $154,746-91.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 15.34% | 28.25%-12.9pp | 29.72%-14.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,400 | $1,257+170.4% | $1,032+229.4% | $4,379-22.4% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $98 | $3,843-97.4% | $3,357-97.1% | $14,365-99.3% |