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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 | $41,540 | $100,811-58.8% | $86,698-52.1% | $134,545-69.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | 0.03% | 29.11%-29.1pp | 35.96%-35.9pp | 418.37%-418.3pp |
| Employer contribution / active EE | $6,250 | $3,490+79.1% | $2,837+120.3% | $4,742+31.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $54 | $10,926-99.5% | $7,492-99.3% | $11,431-99.5% |