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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 | $107,893 | $96,524+11.8% | $75,900+42.2% | $152,909-29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.58% | 33.93%-12.3pp | 30.73%-9.1pp | 345.46%-323.9pp |
| Employer contribution / active EE | $11,763 | $3,311+255.3% | $2,501+370.3% | $4,764+146.9% |
| Participant deferral / active EE | $1,048 | $4,554-77.0% | $3,604-70.9% | $5,851-82.1% |
| Admin fee / account holder | $13 | $8,082-99.8% | $5,421-99.8% | $11,601-99.9% |