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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 | $84,901 | $86,288-1.6% | $111,306-23.7% | $85,851-1.1% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,834 | $2,044-10.3% | $2,732-32.9% | $2,565-28.5% |
| Participant deferral / active EE | $797 | $3,641-78.1% | $4,488-82.2% | $3,952-79.8% |
| Admin fee / account holder | $9 | $8,189-99.9% | $7,966-99.9% | $6,261-99.9% |