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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 | $133,682 | $209,336-36.1% | $197,124-32.2% | $137,256-2.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.47% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,333 | $6,591+56.8% | $6,227+65.9% | $4,156+148.6% |
| Participant deferral / active EE | $1,408 | $9,614-85.4% | $9,135-84.6% | $6,407-78.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |