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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 | $98,118 | $165,399-40.7% | $149,745-34.5% | $158,982-38.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.34% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,300 | $5,105-74.5% | $4,646-72.0% | $4,763-72.7% |
| Participant deferral / active EE | $1,300 | $7,183-81.9% | $6,843-81.0% | $5,983-78.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |