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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 | $41,696 | $185,312-77.5% | $161,489-74.2% | $154,746-73.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.33% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,186 | $4,769-75.1% | $4,268-72.2% | $4,379-72.9% |
| Participant deferral / active EE | $1,482 | $6,350-76.7% | $5,630-73.7% | $6,730-78.0% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |