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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 | $46,369 | $201,344-77.0% | $184,243-74.8% | $145,877-68.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.94% | 29.01%-8.1pp | 28.82%-7.9pp | 551.28%-530.3pp |
| Employer contribution / active EE | $1,470 | $7,022-79.1% | $6,427-77.1% | $4,663-68.5% |
| Participant deferral / active EE | $2,611 | $9,807-73.4% | $9,132-71.4% | $6,691-61.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |