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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 | $30,173 | $153,311-80.3% | $109,313-72.4% | $273,972-89.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.76% | 29.86%-26.1pp | 22.07%-18.3pp | 41.46%-37.7pp |
| Employer contribution / active EE | $8,240 | $5,619+46.6% | $3,892+111.7% | $4,869+69.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $97 | $8,076-98.8% | $5,666-98.3% | $10,133-99.0% |