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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 | $102,609-79.1% | $98,090-78.2% | $138,895-84.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.31% | 36.44%-21.1pp | 37.05%-21.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $985 | $3,867-74.5% | $3,606-72.7% | $4,194-76.5% |
| Participant deferral / active EE | $1,053 | $8,167-87.1% | $7,845-86.6% | $6,396-83.5% |
| Admin fee / account holder | $126 | $11,434-98.9% | $11,815-98.9% | $12,562-99.0% |