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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 | $138,312-81.0% | $122,979-78.7% | $155,188-83.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.26% | 22.06%-5.8pp | 20.12%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,511 | $3,530-28.9% | $3,062-18.0% | $4,248-40.9% |
| Participant deferral / active EE | $1,354 | $5,592-75.8% | $5,003-72.9% | $6,531-79.3% |
| Admin fee / account holder | $132 | $15,089-99.1% | $12,864-99.0% | $14,480-99.1% |