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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 | $35,448 | $162,136-78.1% | $152,301-76.7% | $154,746-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.28% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,099 | $4,890-57.1% | $4,624-54.6% | $4,379-52.1% |
| Participant deferral / active EE | $2,415 | $8,341-71.1% | $8,004-69.8% | $6,730-64.1% |
| Admin fee / account holder | $69 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |