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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 | $24,620 | $155,555-84.2% | $146,866-83.2% | $155,188-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.54% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,021 | $4,647-56.5% | $4,425-54.3% | $4,248-52.4% |
| Participant deferral / active EE | $2,021 | $8,044-74.9% | $7,759-74.0% | $6,531-69.1% |
| Admin fee / account holder | $34 | $14,755-99.8% | $13,620-99.7% | $14,480-99.8% |