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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 | $5,486 | $87,166-93.7% | $76,735-92.9% | $137,256-96.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.49% | 26.50%-7.0pp | 29.77%-10.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $718 | $2,904-75.3% | $2,454-70.7% | $4,156-82.7% |
| Participant deferral / active EE | $980 | $4,726-79.3% | $4,088-76.0% | $6,407-84.7% |
| Admin fee / account holder | $9 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |