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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 | $30,178 | $106,588-71.7% | $94,215-68.0% | $155,188-80.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 10.69% | 29.39%-18.7pp | 28.22%-17.5pp | 148.84%-138.1pp |
| Employer contribution / active EE | $630 | $3,080-79.5% | $2,675-76.4% | $4,248-85.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |