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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 | $22,376 | $93,064-76.0% | $74,577-70.0% | $273,972-91.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.77% | 26.18%-21.4pp | 20.47%-15.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $389 | $3,160-87.7% | $2,525-84.6% | $4,869-92.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $5,273-99.8% | $4,138-99.8% | $10,133-99.9% |