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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 | $18,289 | $154,228-88.1% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.97% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $2,149 | $4,804-55.3% | $4,554-52.8% | $4,156-48.3% |
| Participant deferral / active EE | $2,130 | $8,216-74.1% | $7,897-73.0% | $6,407-66.8% |
| Admin fee / account holder | $64 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |