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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 | $25,114 | $162,136-84.5% | $152,301-83.5% | $154,746-83.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.28% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,050 | $4,890-78.5% | $4,624-77.3% | $4,379-76.0% |
| Participant deferral / active EE | $1,103 | $8,341-86.8% | $8,004-86.2% | $6,730-83.6% |
| Admin fee / account holder | $41 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |