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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 | $23,155 | $118,877-80.5% | $96,570-76.0% | $167,536-86.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 12.56% | 50.50%-37.9pp | 37.79%-25.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $996 | $3,121-68.1% | $2,357-57.7% | $4,839-79.4% |
| Participant deferral / active EE | $996 | $4,617-78.4% | $3,849-74.1% | $6,342-84.3% |
| Admin fee / account holder | $20 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |