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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 | $43,870 | $155,555-71.8% | $146,866-70.1% | $155,188-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.50% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.3pp |
| Employer contribution / active EE | $918 | $4,647-80.2% | $4,425-79.2% | $4,248-78.4% |
| Participant deferral / active EE | $1,875 | $8,044-76.7% | $7,759-75.8% | $6,531-71.3% |
| Admin fee / account holder | $197 | $14,755-98.7% | $13,620-98.6% | $14,480-98.6% |