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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 | $21,750 | $97,289-77.6% | $92,805-76.6% | $155,188-86.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.11% | 29.03%-10.9pp | 31.59%-13.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,198 | $3,632-39.5% | $3,424-35.8% | $4,248-48.3% |
| Participant deferral / active EE | $2,747 | $8,795-68.8% | $8,448-67.5% | $6,531-57.9% |
| Admin fee / account holder | $62 | $12,015-99.5% | $10,911-99.4% | $14,480-99.6% |