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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 | $29,818 | $172,111-82.7% | $150,298-80.2% | $137,256-78.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.49% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,334 | $4,636-49.7% | $4,154-43.8% | $4,156-43.8% |
| Participant deferral / active EE | $1,262 | $6,166-79.5% | $5,453-76.9% | $6,407-80.3% |
| Admin fee / account holder | $257 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |