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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 | $125,299 | $183,539-31.7% | $155,556-19.5% | $145,897-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,000 | $5,315-5.9% | $4,675+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $1,318 | $6,467-79.6% | $5,631-76.6% | $6,689-80.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |