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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 | $15,869 | $63,703-75.1% | $93,063-82.9% | $82,448-80.8% |
| Participation rate | 96.8% | 63.8%+32.9pp | 72.1%+24.7pp | 68.1%+28.7pp |
| Annual return | 20.24% | -775.43%+795.7pp | 34.15%-13.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $777 | $1,729-55.1% | $2,476-68.6% | $2,551-69.5% |
| Participant deferral / active EE | $596 | $2,919-79.6% | $3,958-85.0% | $4,139-85.6% |
| Admin fee / account holder | $110 | $5,982-98.2% | $6,033-98.2% | $7,234-98.5% |