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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 | $37,488 | $110,337-66.0% | $102,383-63.4% | $145,877-74.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.60% | 24.83%+1.8pp | 24.94%+1.7pp | 551.28%-524.7pp |
| Employer contribution / active EE | $7,309 | $4,216+73.4% | $3,870+88.9% | $4,663+56.8% |
| Participant deferral / active EE | $1,264 | $5,621-77.5% | $5,060-75.0% | $6,691-81.1% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |