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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 | $26,640 | $228,395-88.3% | $185,861-85.7% | $158,982-83.2% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 7.08% | 40.82%-33.7pp | 35.96%-28.9pp | 302.99%-295.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,030 | $6,417-84.0% | $5,634-81.7% | $5,983-82.8% |
| Admin fee / account holder | $242 | $11,869-98.0% | $9,503-97.5% | $11,252-97.8% |