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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 | $110,337+68.7% | $102,383+81.8% | $145,877+27.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.78% | 24.83%+6.9pp | 24.94%+6.8pp | 551.28%-519.5pp |
| Employer contribution / active EE | $1,931 | $4,216-54.2% | $3,870-50.1% | $4,663-58.6% |
| Participant deferral / active EE | $600 | $5,621-89.3% | $5,060-88.1% | $6,691-91.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |