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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 | $91,194-69.2% | $178,486-84.3% | $79,860-64.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.40% | 24.19%-0.8pp | 151.08%-127.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $6,048 | $3,256+85.7% | $5,011+20.7% | $2,471+144.8% |
| Participant deferral / active EE | $628 | $3,236-80.6% | $5,202-87.9% | $3,740-83.2% |
| Admin fee / account holder | $164 | $6,751-97.6% | $13,985-98.8% | $5,306-96.9% |