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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 | $24,780 | $161,352-84.6% | $134,172-81.5% | $137,256-81.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.94% | 28.72%-17.8pp | 25.30%-14.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,500 | $4,099-39.0% | $3,420-26.9% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |