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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 | $37,150 | $105,623-64.8% | $87,502-57.5% | $273,972-86.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.18% | 12.26%-6.1pp | 12.21%-6.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $9,361 | $3,141+198.1% | $2,550+267.1% | $4,869+92.3% |
| Participant deferral / active EE | $309 | $3,601-91.4% | $3,149-90.2% | $5,287-94.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |