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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 | $13,506 | $114,119-88.2% | $107,187-87.4% | $138,895-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.57% | 273.21%-256.6pp | 204.55%-188.0pp | 145.39%-128.8pp |
| Employer contribution / active EE | $969 | $4,059-76.1% | $3,782-74.4% | $4,194-76.9% |
| Participant deferral / active EE | $1,323 | $5,538-76.1% | $5,096-74.0% | $6,396-79.3% |
| Admin fee / account holder | $28 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |