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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 | $50,932 | $107,666-52.7% | $102,184-50.2% | $154,746-67.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.18% | 29.33%-16.1pp | 31.58%-18.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $653 | $3,846-83.0% | $3,594-81.8% | $4,379-85.1% |
| Participant deferral / active EE | $653 | $8,719-92.5% | $8,309-92.1% | $6,730-90.3% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |