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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 | $11,686 | $39,132-70.1% | $57,196-79.6% | $62,881-81.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.66% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $525 | $1,874-72.0% | $2,683-80.4% | $2,281-77.0% |
| Participant deferral / active EE | $572 | $2,374-75.9% | $3,096-81.5% | $3,203-82.1% |
| Admin fee / account holder | $169 | $2,594-93.5% | $3,141-94.6% | $4,296-96.1% |