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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 | $26,888 | $58,275-53.9% | $81,844-67.1% | $80,935-66.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.62% | 41.82%-26.2pp | 778.87%-763.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $536 | $2,346-77.2% | $2,916-81.6% | $2,757-80.6% |
| Participant deferral / active EE | $407 | $3,285-87.6% | $4,323-90.6% | $4,299-90.5% |
| Admin fee / account holder | $230 | $4,749-95.2% | $7,355-96.9% | $6,924-96.7% |