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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 | $15,900 | $181,062-91.2% | $158,223-90.0% | $155,188-89.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.02% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $3,346 | $4,565-26.7% | $4,109-18.6% | $4,248-21.2% |
| Participant deferral / active EE | $1,853 | $6,134-69.8% | $5,467-66.1% | $6,531-71.6% |
| Admin fee / account holder | $152 | $18,825-99.2% | $16,047-99.1% | $14,480-98.9% |