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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 | $51,691 | $225,673-77.1% | $203,872-74.6% | $155,188-66.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 21.61% | 95.91%-74.3pp | 85.11%-63.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $208 | $4,099-94.9% | $3,757-94.5% | $4,248-95.1% |
| Participant deferral / active EE | $208 | $6,893-97.0% | $6,388-96.7% | $6,531-96.8% |
| Admin fee / account holder | $139 | $12,327-98.9% | $11,730-98.8% | $14,480-99.0% |