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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 | $11,557 | $102,609-88.7% | $98,090-88.2% | $138,895-91.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.15% | 36.44%-15.3pp | 37.05%-15.9pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,757 | $3,867-54.6% | $3,606-51.3% | $4,194-58.1% |
| Participant deferral / active EE | $1,815 | $8,167-77.8% | $7,845-76.9% | $6,396-71.6% |
| Admin fee / account holder | $26 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |