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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 | $194,988 | $157,829+23.5% | $136,867+42.5% | $198,609-1.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.59% | 51.25%-36.7pp | 42.97%-28.4pp | 202.70%-188.1pp |
| Employer contribution / active EE | $7,000 | $3,923+78.5% | $3,547+97.4% | $5,055+38.5% |
| Participant deferral / active EE | $867 | $5,463-84.1% | $4,924-82.4% | $6,977-87.6% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |