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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 | $18,475 | $172,111-89.3% | $150,298-87.7% | $137,256-86.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.35% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,012 | $4,636-78.2% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $1,159 | $6,166-81.2% | $5,453-78.7% | $6,407-81.9% |
| Admin fee / account holder | $69 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |