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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 | $54,940 | $124,351-55.8% | $109,188-49.7% | $167,553-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.17% | 26.04%-9.9pp | 25.76%-9.6pp | 478.89%-462.7pp |
| Employer contribution / active EE | $16,686 | $4,210+296.4% | $3,723+348.2% | $4,840+244.8% |
| Participant deferral / active EE | $497 | $5,257-90.5% | $4,654-89.3% | $6,343-92.2% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |