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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 | $53,913 | $87,834-38.6% | $133,975-59.8% | $62,881-14.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.75% | 12.05%-6.3pp | 29.29%-23.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,700 | $3,482+6.3% | $5,211-29.0% | $2,281+62.2% |
| Participant deferral / active EE | $1,735 | $4,812-63.9% | $6,282-72.4% | $3,203-45.8% |
| Admin fee / account holder | $40 | $5,372-99.3% | $9,324-99.6% | $4,296-99.1% |