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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 | $130,072 | $154,228-15.7% | $145,433-10.6% | $137,256-5.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $15,000 | $4,804+212.2% | $4,554+229.3% | $4,156+260.9% |
| Participant deferral / active EE | $300 | $8,216-96.3% | $7,897-96.2% | $6,407-95.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |