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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 | $22,538 | $157,296-85.7% | $141,191-84.0% | $152,897-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.35% | 64.34%-49.0pp | 71.41%-56.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $6,564 | $5,262+24.7% | $4,736+38.6% | $4,764+37.8% |
| Participant deferral / active EE | $1,302 | $7,111-81.7% | $6,710-80.6% | $5,851-77.7% |
| Admin fee / account holder | $142 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |