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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 | $28,650 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,294 | $5,315-75.6% | $4,675-72.3% | $4,662-72.2% |
| Participant deferral / active EE | $1,611 | $6,467-75.1% | $5,630-71.4% | $6,690-75.9% |
| Admin fee / account holder | $181 | $19,293-99.1% | $15,900-98.9% | $13,392-98.6% |