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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 | $28,064 | $91,198-69.2% | $178,503-84.3% | $79,856-64.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.40% | 24.20%-0.8pp | 151.12%-127.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $6,048 | $3,257+85.7% | $5,011+20.7% | $2,471+144.7% |
| Participant deferral / active EE | $628 | $3,237-80.6% | $5,202-87.9% | $3,741-83.2% |
| Admin fee / account holder | $164 | $6,748-97.6% | $13,987-98.8% | $5,306-96.9% |