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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 | $156,398-88.3% | $147,318-87.6% | $138,895-86.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.97% | 78.75%-53.8pp | 70.43%-45.5pp | 145.39%-120.4pp |
| Employer contribution / active EE | $2,149 | $4,853-55.7% | $4,593-53.2% | $4,194-48.8% |
| Participant deferral / active EE | $2,130 | $8,237-74.1% | $7,906-73.1% | $6,396-66.7% |
| Admin fee / account holder | $64 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |