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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 | $18,943 | $162,136-88.3% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.47% | 91.02%-69.6pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,077 | $4,890-57.5% | $4,624-55.1% | $4,379-52.6% |
| Participant deferral / active EE | $2,597 | $8,341-68.9% | $8,004-67.6% | $6,730-61.4% |
| Admin fee / account holder | $37 | $15,759-99.8% | $14,398-99.7% | $14,365-99.7% |