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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 | $25,542 | $185,312-86.2% | $161,489-84.2% | $154,746-83.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.86% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,278 | $4,769-73.2% | $4,268-70.1% | $4,379-70.8% |
| Participant deferral / active EE | $1,598 | $6,350-74.8% | $5,630-71.6% | $6,730-76.3% |
| Admin fee / account holder | $53 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |