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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 | $23,034 | $99,345-76.8% | $84,753-72.8% | $273,972-91.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.03% | 22.93%-8.9pp | 22.78%-8.8pp | 41.46%-27.4pp |
| Employer contribution / active EE | $1,573 | $4,214-62.7% | $3,574-56.0% | $4,869-67.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $72 | $6,645-98.9% | $5,333-98.7% | $10,133-99.3% |