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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 | $21,408 | $107,666-80.1% | $102,184-79.1% | $154,746-86.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.31% | 29.33%-14.0pp | 31.58%-16.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $985 | $3,846-74.4% | $3,594-72.6% | $4,379-77.5% |
| Participant deferral / active EE | $1,053 | $8,719-87.9% | $8,309-87.3% | $6,730-84.4% |
| Admin fee / account holder | $126 | $12,943-99.0% | $11,609-98.9% | $14,365-99.1% |