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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 | $183,592-31.8% | $155,574-19.5% | $145,877-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.37%-50.3pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,000 | $5,317-6.0% | $4,676+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $1,318 | $6,466-79.6% | $5,629-76.6% | $6,691-80.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |