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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 | $52,564 | $99,345-47.1% | $84,753-38.0% | $273,972-80.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.15% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,375 | $4,214-43.6% | $3,574-33.6% | $4,869-51.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | -$48 | $6,645-100.7% | $5,333-100.9% | $10,133-100.5% |