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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 | $16,514 | $77,449-78.7% | $69,483-76.2% | $152,909-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.84% | 39.09%-23.3pp | 28.99%-13.1pp | 345.46%-329.6pp |
| Employer contribution / active EE | $662 | $3,316-80.0% | $2,780-76.2% | $4,764-86.1% |
| Participant deferral / active EE | $807 | $4,415-81.7% | $3,537-77.2% | $5,851-86.2% |
| Admin fee / account holder | $69 | $6,210-98.9% | $3,841-98.2% | $11,601-99.4% |