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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 | $15,988 | $154,228-89.6% | $145,433-89.0% | $137,256-88.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.85% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,313 | $4,804-72.7% | $4,554-71.2% | $4,156-68.4% |
| Participant deferral / active EE | $1,970 | $8,216-76.0% | $7,897-75.1% | $6,407-69.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |