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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 | $35,046 | $126,661-72.3% | $113,397-69.1% | $138,895-74.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.44% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $11,470 | $3,456+231.9% | $2,977+285.3% | $4,194+173.5% |
| Participant deferral / active EE | $1,466 | $5,693-74.2% | $5,076-71.1% | $6,396-77.1% |
| Admin fee / account holder | $250 | $14,549-98.3% | $11,957-97.9% | $12,562-98.0% |