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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 | $35,599 | $156,398-77.2% | $147,318-75.8% | $138,895-74.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.00% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,927 | $4,853-60.3% | $4,593-58.0% | $4,194-54.0% |
| Participant deferral / active EE | $2,184 | $8,237-73.5% | $7,906-72.4% | $6,396-65.9% |
| Admin fee / account holder | $7 | $14,976-100.0% | $13,708-100.0% | $12,562-99.9% |