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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 | $23,906 | $165,361-85.5% | $149,715-84.0% | $158,950-85.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.25% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $2,233 | $5,103-56.2% | $4,645-51.9% | $4,762-53.1% |
| Participant deferral / active EE | $1,953 | $7,182-72.8% | $6,842-71.5% | $5,983-67.4% |
| Admin fee / account holder | $192 | $10,808-98.2% | $9,310-97.9% | $11,248-98.3% |