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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 | $221,366 | $100,970+119.2% | $96,576+129.2% | $137,256+61.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.00% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $533 | $3,809-86.0% | $3,553-85.0% | $4,156-87.2% |
| Participant deferral / active EE | $353 | $8,286-95.7% | $7,956-95.6% | $6,407-94.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |