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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 | $8,105 | $97,125-91.7% | $86,233-90.6% | $137,256-94.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 19.00% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $356 | $2,841-87.5% | $2,504-85.8% | $4,156-91.4% |
| Participant deferral / active EE | $396 | $5,180-92.4% | $4,559-91.3% | $6,407-93.8% |
| Admin fee / account holder | $26 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |