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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 | $22,857 | $88,707-74.2% | $74,184-69.2% | $273,972-91.7% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 8.31% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $7,895 | $3,159+149.9% | $2,370+233.1% | $4,869+62.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $128 | $8,717-98.5% | $5,586-97.7% | $10,133-98.7% |