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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 | $13,050 | $51,222-74.5% | $70,544-81.5% | $75,173-82.6% |
| Participation rate | 76.7% | 61.0%+15.7pp | 68.4%+8.3pp | 67.2%+9.5pp |
| Annual return | 14.42% | 30.06%-15.6pp | 32.79%-18.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,335 | $1,827+27.8% | $2,976-21.5% | $2,671-12.6% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $194 | $4,096-95.3% | $6,427-97.0% | $5,651-96.6% |