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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 | $37,670 | $115,225-67.3% | $100,712-62.6% | $138,895-72.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.50% | 40.35%-24.9pp | 33.27%-17.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,029 | $2,771+45.4% | $2,313+74.2% | $4,194-3.9% |
| Participant deferral / active EE | $916 | $4,699-80.5% | $4,085-77.6% | $6,396-85.7% |
| Admin fee / account holder | $77 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |