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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 | $30,399 | $110,212-72.4% | $96,534-68.5% | $139,466-78.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 10.83% | 26.42%-15.6pp | 25.88%-15.1pp | 373.66%-362.8pp |
| Employer contribution / active EE | $6,041 | $3,620+66.9% | $2,965+103.7% | $4,754+27.1% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $177 | $11,599-98.5% | $8,253-97.9% | $11,409-98.4% |