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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 | $11,777 | $172,111-93.2% | $150,298-92.2% | $137,256-91.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.12% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,333 | $4,636-71.2% | $4,154-67.9% | $4,156-67.9% |
| Participant deferral / active EE | $1,580 | $6,166-74.4% | $5,453-71.0% | $6,407-75.3% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |