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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 | $31,725 | $176,786-82.1% | $146,643-78.4% | $167,536-81.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.91% | 24.04%-8.1pp | 22.75%-6.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,594 | $5,161-69.1% | $4,137-61.5% | $4,839-67.1% |
| Participant deferral / active EE | $1,923 | $6,440-70.1% | $5,506-65.1% | $6,342-69.7% |
| Admin fee / account holder | $11 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |