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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 | $23,887 | $135,956-82.4% | $123,894-80.7% | $273,972-91.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.00% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $12,136 | $5,170+134.8% | $4,617+162.9% | $4,869+149.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $107 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |