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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 | $102,317 | $115,911-11.7% | $100,530+1.8% | $158,950-35.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.99% | 34.80%-13.8pp | 30.89%-9.9pp | 302.91%-281.9pp |
| Employer contribution / active EE | $24,423 | $4,104+495.1% | $3,418+614.5% | $4,762+412.9% |
| Participant deferral / active EE | $1,083 | $6,676-83.8% | $6,271-82.7% | $5,983-81.9% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |