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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 | $21,049 | $110,240-80.9% | $96,544-78.2% | $139,487-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.87% | 26.41%-12.5pp | 25.88%-12.0pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,771 | $3,622-23.5% | $2,966-6.6% | $4,755-41.7% |
| Participant deferral / active EE | $1,616 | $5,549-70.9% | $4,851-66.7% | $6,713-75.9% |
| Admin fee / account holder | $262 | $11,602-97.7% | $8,254-96.8% | $11,407-97.7% |