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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 | $19,925 | $81,664-75.6% | $70,476-71.7% | $158,966-87.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.30% | 208.59%-201.3pp | 109.12%-101.8pp | 302.95%-295.6pp |
| Employer contribution / active EE | $9,079 | $3,219+182.0% | $2,738+231.6% | $4,762+90.6% |
| Participant deferral / active EE | $105 | $4,556-97.7% | $3,710-97.2% | $5,983-98.3% |
| Admin fee / account holder | $110 | $6,197-98.2% | $3,847-97.1% | $11,250-99.0% |