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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 | $44,409 | $65,712-32.4% | $57,196-22.4% | $273,972-83.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.29% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,207 | $3,280+28.3% | $2,683+56.8% | $4,869-13.6% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6 | $4,838-99.9% | $3,141-99.8% | $10,133-99.9% |