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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 | $17,981 | $225,673-92.0% | $203,872-91.2% | $155,188-88.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 11.62% | 95.91%-84.3pp | 85.11%-73.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,259 | $4,099-44.9% | $3,757-39.9% | $4,248-46.8% |
| Participant deferral / active EE | $300 | $6,893-95.6% | $6,388-95.3% | $6,531-95.4% |
| Admin fee / account holder | $42 | $12,327-99.7% | $11,730-99.6% | $14,480-99.7% |