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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 | $18,241 | $39,028-53.3% | $80,741-77.4% | $85,847-78.8% |
| Participation rate | 96.4% | 41.6%+54.9pp | 54.2%+42.3pp | 69.3%+27.1pp |
| Annual return | 31.19% | 26.31%+4.9pp | 87.30%-56.1pp | 318.61%-287.4pp |
| Employer contribution / active EE | $1,557 | $722+115.5% | $1,160+34.2% | $2,565-39.3% |
| Participant deferral / active EE | $46 | $1,326-96.5% | $2,145-97.8% | $3,952-98.8% |
| Admin fee / account holder | $50 | $2,429-97.9% | $3,380-98.5% | $6,261-99.2% |