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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 | $194,149 | $110,212+76.2% | $96,534+101.1% | $139,466+39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.18% | 26.42%-9.2pp | 25.88%-8.7pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,864 | $3,620-20.9% | $2,965-3.4% | $4,754-39.7% |
| Participant deferral / active EE | $372 | $5,547-93.3% | $4,851-92.3% | $6,712-94.5% |
| Admin fee / account holder | $1 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |