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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 | $29,839 | $165,381-82.0% | $149,730-80.1% | $158,966-81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.34% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,003 | $5,104-80.3% | $4,645-78.4% | $4,762-78.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $284 | $10,809-97.4% | $9,310-96.9% | $11,250-97.5% |