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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 | $25,094 | $157,296-84.0% | $141,191-82.2% | $152,897-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.18% | 64.34%-43.2pp | 71.41%-50.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $2,484 | $5,262-52.8% | $4,736-47.5% | $4,764-47.8% |
| Participant deferral / active EE | $1,965 | $7,111-72.4% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $201 | $12,125-98.3% | $10,264-98.0% | $11,599-98.3% |