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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 | $81,870 | $176,786-53.7% | $146,643-44.2% | $167,536-51.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.34% | 24.04%-2.7pp | 22.75%-1.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $1,518 | $5,161-70.6% | $4,137-63.3% | $4,839-68.6% |
| Participant deferral / active EE | $1,752 | $6,440-72.8% | $5,506-68.2% | $6,342-72.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |