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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 | $22,956 | $156,398-85.3% | $147,318-84.4% | $138,895-83.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.50% | 78.75%-56.3pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,638 | $4,853-66.3% | $4,593-64.3% | $4,194-61.0% |
| Participant deferral / active EE | $2,456 | $8,237-70.2% | $7,906-68.9% | $6,396-61.6% |
| Admin fee / account holder | $65 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |