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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 | $25,941 | $53,128-51.2% | $86,581-70.0% | $70,124-63.0% |
| Participation rate | 98.2% | 65.3%+32.9pp | 73.5%+24.7pp | 69.5%+28.7pp |
| Annual return | 15.52% | 27.66%-12.1pp | 965.06%-949.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,521 | $2,068-26.5% | $2,840-46.4% | $2,342-35.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $140 | $3,584-96.1% | $4,904-97.2% | $4,645-97.0% |