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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 | $38,651 | $181,062-78.7% | $158,223-75.6% | $155,188-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.86% | 57.39%-47.5pp | 52.09%-42.2pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,084 | $4,565-76.3% | $4,109-73.6% | $4,248-74.5% |
| Participant deferral / active EE | $1,198 | $6,134-80.5% | $5,467-78.1% | $6,531-81.7% |
| Admin fee / account holder | $198 | $18,825-98.9% | $16,047-98.8% | $14,480-98.6% |