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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 | $77,192 | $153,311-49.7% | $109,313-29.4% | $273,972-71.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.04% | 29.86%-23.8pp | 22.07%-16.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,300 | $5,619-5.7% | $3,892+36.2% | $4,869+8.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $98 | $8,076-98.8% | $5,666-98.3% | $10,133-99.0% |