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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 | $16,158 | $64,311-74.9% | $57,356-71.8% | $125,389-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.69% | 25.14%-24.5pp | 24.41%-23.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $719 | $3,193-77.5% | $2,689-73.3% | $4,866-85.2% |
| Participant deferral / active EE | $167 | $3,846-95.7% | $3,162-94.7% | $5,352-96.9% |
| Admin fee / account holder | $218 | $5,243-95.8% | $3,357-93.5% | $9,541-97.7% |