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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 | $58,161 | $227,399-74.4% | $189,758-69.3% | $198,609-70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.63% | 61.03%-41.4pp | 52.62%-33.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,589 | $5,526-71.2% | $4,767-66.7% | $5,055-68.6% |
| Participant deferral / active EE | $1,360 | $6,837-80.1% | $5,856-76.8% | $6,977-80.5% |
| Admin fee / account holder | $132 | $25,162-99.5% | $20,388-99.4% | $19,030-99.3% |