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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 | $30,091 | $99,345-69.7% | $84,753-64.5% | $273,972-89.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.68% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,604 | $4,214-38.2% | $3,574-27.1% | $4,869-46.5% |
| Participant deferral / active EE | $815 | $4,270-80.9% | $3,712-78.0% | $5,287-84.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |