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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 | $21,203 | $156,398-86.4% | $147,318-85.6% | $138,895-84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.05% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,955 | $4,853-59.7% | $4,593-57.4% | $4,194-53.4% |
| Participant deferral / active EE | $1,955 | $8,237-76.3% | $7,906-75.3% | $6,396-69.4% |
| Admin fee / account holder | $214 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |