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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 | $36,212 | $65,685-44.9% | $57,183-36.7% | $273,970-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.88% | 21.99%-12.1pp | 14.59%-4.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,031 | $3,279-68.5% | $2,682-61.6% | $4,869-78.8% |
| Participant deferral / active EE | $69 | $3,781-98.2% | $3,096-97.8% | $5,287-98.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |