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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 | $20,753 | $162,136-87.2% | $152,301-86.4% | $154,746-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 41.61% | 91.02%-49.4pp | 80.50%-38.9pp | 172.34%-130.7pp |
| Employer contribution / active EE | $2,281 | $4,890-53.3% | $4,624-50.7% | $4,379-47.9% |
| Participant deferral / active EE | $2,635 | $8,341-68.4% | $8,004-67.1% | $6,730-60.8% |
| Admin fee / account holder | $49 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |