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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 | $12,250 | $61,815-80.2% | $97,295-87.4% | $80,959-84.9% |
| Participation rate | 93.9% | 63.5%+30.5pp | 72.7%+21.3pp | 67.7%+26.3pp |
| Annual return | 25.89% | -558.73%+584.6pp | 75.62%-49.7pp | 35.67%-9.8pp |
| Employer contribution / active EE | $2,783 | $1,836+51.6% | $2,723+2.2% | $2,757+0.9% |
| Participant deferral / active EE | $915 | $3,027-69.8% | $4,264-78.5% | $4,300-78.7% |
| Admin fee / account holder | $84 | $5,166-98.4% | $5,646-98.5% | $6,925-98.8% |