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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 | $186,174 | $111,814+66.5% | $103,378+80.1% | $145,978+27.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.78% | 24.80%+7.0pp | 24.91%+6.9pp | 550.52%-518.7pp |
| Employer contribution / active EE | $1,931 | $4,215-54.2% | $3,870-50.1% | $4,662-58.6% |
| Participant deferral / active EE | $600 | $5,618-89.3% | $5,058-88.1% | $6,690-91.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |