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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 | $10,869 | $102,609-89.4% | $98,090-88.9% | $138,895-92.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.23% | 36.44%-19.2pp | 37.05%-19.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $610 | $3,867-84.2% | $3,606-83.1% | $4,194-85.4% |
| Participant deferral / active EE | $1,390 | $8,167-83.0% | $7,845-82.3% | $6,396-78.3% |
| Admin fee / account holder | $27 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |