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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 | $41,558 | $155,555-73.3% | $146,866-71.7% | $155,188-73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.65% | 115.41%-95.8pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,077 | $4,647-76.8% | $4,425-75.7% | $4,248-74.6% |
| Participant deferral / active EE | $1,713 | $8,044-78.7% | $7,759-77.9% | $6,531-73.8% |
| Admin fee / account holder | $89 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |