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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 | $22,893 | $165,399-86.2% | $149,745-84.7% | $158,982-85.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.68% | 348.34%-334.7pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,004 | $5,105-80.3% | $4,646-78.4% | $4,763-78.9% |
| Participant deferral / active EE | $1,397 | $7,183-80.5% | $6,843-79.6% | $5,983-76.6% |
| Admin fee / account holder | $105 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |