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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 | $13,603 | $45,050-69.8% | $63,018-78.4% | $70,126-80.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.23% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,754 | $2,052-14.5% | $2,761-36.5% | $2,343-25.1% |
| Participant deferral / active EE | $563 | $2,466-77.2% | $3,330-83.1% | $3,332-83.1% |
| Admin fee / account holder | $143 | $2,834-95.0% | $3,601-96.0% | $4,645-96.9% |