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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 | $25,108 | $178,174-85.9% | $156,181-83.9% | $137,256-81.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.24% | 84.19%-72.0pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,663 | $4,972-66.6% | $4,294-61.3% | $4,156-60.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $38 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |