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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 | $35,717 | $48,076-25.7% | $78,690-54.6% | $62,891-43.2% |
| Participation rate | 92.9% | 65.2%+27.6pp | 73.6%+19.3pp | 69.3%+23.6pp |
| Annual return | 9.00% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $7,665 | $2,015+280.4% | $2,851+168.9% | $2,281+236.0% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $210 | $3,207-93.4% | $4,511-95.3% | $4,296-95.1% |