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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 | $236,078 | $174,379+35.4% | $152,093+55.2% | $138,895+70.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.53% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,340 | $4,652-71.2% | $4,175-67.9% | $4,194-68.1% |
| Participant deferral / active EE | $1,125 | $6,159-81.7% | $5,451-79.4% | $6,396-82.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |