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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 | $17,707 | $107,666-83.6% | $102,184-82.7% | $154,746-88.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.77% | 29.33%-12.6pp | 31.58%-14.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $990 | $3,846-74.3% | $3,594-72.4% | $4,379-77.4% |
| Participant deferral / active EE | $735 | $8,719-91.6% | $8,309-91.2% | $6,730-89.1% |
| Admin fee / account holder | $35 | $12,943-99.7% | $11,609-99.7% | $14,365-99.8% |