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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 | $34,305 | $92,219-62.8% | $76,767-55.3% | $135,380-74.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 0.05% | 5.46%-5.4pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $7,143 | $3,216+122.1% | $2,485+187.4% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $77 | $10,749-99.3% | $6,675-98.8% | $10,828-99.3% |