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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 | $19,874 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.64% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,864 | $4,804+1.2% | $4,554+6.8% | $4,156+17.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $163 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |