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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 | $29,034 | $154,228-81.2% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,489 | $4,804-69.0% | $4,554-67.3% | $4,156-64.2% |
| Participant deferral / active EE | $2,405 | $8,216-70.7% | $7,897-69.5% | $6,407-62.5% |
| Admin fee / account holder | $170 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |