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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 | $81,327 | $162,781-50.0% | $133,956-39.3% | $158,931-48.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.52% | 41.94%-30.4pp | 45.09%-33.6pp | 302.86%-291.3pp |
| Employer contribution / active EE | $9,302 | $4,975+87.0% | $3,919+137.4% | $4,761+95.4% |
| Participant deferral / active EE | $797 | $5,911-86.5% | $5,048-84.2% | $5,982-86.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |