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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 | $17,610 | $148,623-88.2% | $135,974-87.0% | $139,466-87.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.39% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,125 | $5,246-78.6% | $4,859-76.8% | $4,754-76.3% |
| Participant deferral / active EE | $1,408 | $8,103-82.6% | $7,760-81.9% | $6,712-79.0% |
| Admin fee / account holder | $69 | $12,406-99.4% | $10,767-99.4% | $11,409-99.4% |