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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 | $40,012 | $155,555-74.3% | $146,866-72.8% | $155,188-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.97% | 115.41%-98.4pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,000 | $4,647-57.0% | $4,425-54.8% | $4,248-52.9% |
| Participant deferral / active EE | $2,500 | $8,044-68.9% | $7,759-67.8% | $6,531-61.7% |
| Admin fee / account holder | $110 | $14,755-99.3% | $13,620-99.2% | $14,480-99.2% |