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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 | $48,549 | $162,136-70.1% | $152,301-68.1% | $154,746-68.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.72% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,365 | $4,890-72.1% | $4,624-70.5% | $4,379-68.8% |
| Participant deferral / active EE | $1,909 | $8,341-77.1% | $8,004-76.1% | $6,730-71.6% |
| Admin fee / account holder | $12 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |