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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 | $124,421 | $201,264-38.2% | $184,185-32.4% | $145,978-14.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.91% | 29.00%-8.1pp | 28.81%-7.9pp | 550.52%-529.6pp |
| Employer contribution / active EE | $15,000 | $7,021+113.7% | $6,426+133.4% | $4,662+221.8% |
| Participant deferral / active EE | $1,773 | $9,806-81.9% | $9,132-80.6% | $6,690-73.5% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |