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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 | $30,110 | $174,379-82.7% | $152,093-80.2% | $138,895-78.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.76% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $10,160 | $4,652+118.4% | $4,175+143.4% | $4,194+142.2% |
| Participant deferral / active EE | $1,189 | $6,159-80.7% | $5,451-78.2% | $6,396-81.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |