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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 | $69,198 | $112,729-38.6% | $98,716-29.9% | $137,256-49.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.91% | 38.48%-27.6pp | 31.81%-20.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,176 | $2,725-20.2% | $2,279-4.5% | $4,156-47.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |