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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 | $35,402 | $155,555-77.2% | $146,866-75.9% | $155,188-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.41% | 115.41%-95.0pp | 102.85%-82.4pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,639 | $4,647-64.7% | $4,425-63.0% | $4,248-61.4% |
| Participant deferral / active EE | $2,310 | $8,044-71.3% | $7,759-70.2% | $6,531-64.6% |
| Admin fee / account holder | $75 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |