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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 | $62,385 | $93,071-33.0% | $74,583-16.4% | $273,968-77.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.66% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $10,000 | $3,160+216.5% | $2,525+296.0% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |