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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 | $26,226 | $124,425-78.9% | $112,040-76.6% | $137,256-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.26% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,511 | $3,411-26.4% | $2,954-15.0% | $4,156-39.6% |
| Participant deferral / active EE | $1,354 | $5,718-76.3% | $5,098-73.4% | $6,407-78.9% |
| Admin fee / account holder | $132 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |