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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 | $17,083 | $100,970-83.1% | $96,576-82.3% | $137,256-87.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.70% | 38.16%-21.5pp | 38.47%-21.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $500 | $3,809-86.9% | $3,553-85.9% | $4,156-88.0% |
| Participant deferral / active EE | $500 | $8,286-94.0% | $7,956-93.7% | $6,407-92.2% |
| Admin fee / account holder | $55 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |