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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 | $11,117 | $97,125-88.6% | $86,233-87.1% | $137,256-91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.48% | 74.19%-51.7pp | 61.39%-38.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,441 | $2,841-14.1% | $2,504-2.5% | $4,156-41.3% |
| Participant deferral / active EE | $454 | $5,180-91.2% | $4,559-90.0% | $6,407-92.9% |
| Admin fee / account holder | $31 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |