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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 | $41,371 | $118,496-65.1% | $98,461-58.0% | $139,466-70.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 18.96%+2.1pp | 21.17%-0.1pp | 373.66%-352.6pp |
| Employer contribution / active EE | $917 | $3,611-74.6% | $3,049-69.9% | $4,754-80.7% |
| Participant deferral / active EE | $409 | $5,393-92.4% | $4,738-91.4% | $6,712-93.9% |
| Admin fee / account holder | $20 | $14,056-99.9% | $8,961-99.8% | $11,409-99.8% |