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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 | $47,411 | $69,541-31.8% | $59,899-20.8% | $135,380-65.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.03% | 7.95%+2.1pp | 3.46%+6.6pp | 519.81%-509.8pp |
| Employer contribution / active EE | $6,720 | $3,236+107.6% | $2,723+146.8% | $4,779+40.6% |
| Participant deferral / active EE | $2 | $4,206-100.0% | $3,402-99.9% | $5,609-100.0% |
| Admin fee / account holder | $112 | $5,737-98.0% | $3,592-96.9% | $10,828-99.0% |