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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 | $31,334 | $40,275-22.2% | $57,356-45.4% | $59,633-47.5% |
| Participation rate | 93.1% | 69.1%+24.0pp | 75.1%+18.0pp | 68.7%+24.4pp |
| Annual return | 0.78% | 27.52%-26.7pp | 24.41%-23.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $3,425 | $1,921+78.3% | $2,689+27.4% | $2,203+55.5% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $101 | $2,820-96.4% | $3,357-97.0% | $4,297-97.7% |