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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 | $56,048 | $184,014-69.5% | $161,149-65.2% | $138,895-59.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.65% | 21.52%-8.9pp | 21.16%-8.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $16,400 | $5,055+224.4% | $4,360+276.1% | $4,194+291.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |