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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 | $216,376 | $141,001+53.5% | $112,228+92.8% | $139,487+55.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.55% | 32.75%-19.2pp | 30.23%-16.7pp | 373.84%-360.3pp |
| Employer contribution / active EE | $18,001 | $4,285+320.1% | $3,432+424.6% | $4,755+278.6% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |