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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 | $34,326 | $135,956-74.8% | $123,894-72.3% | $273,972-87.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.54% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,033 | $6,343-83.7% | $5,984-82.7% | $5,287-80.5% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,133-99.9% |