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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 | $25,035 | $64,307-61.1% | $57,349-56.3% | $125,388-80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.25% | 25.14%-21.9pp | 24.40%-21.1pp | 282.24%-279.0pp |
| Employer contribution / active EE | $9,301 | $3,193+191.3% | $2,689+245.9% | $4,866+91.1% |
| Participant deferral / active EE | $135 | $3,847-96.5% | $3,162-95.7% | $5,352-97.5% |
| Admin fee / account holder | $270 | $5,242-94.9% | $3,356-92.0% | $9,541-97.2% |