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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 | $77,781 | $110,410-29.6% | $102,437-24.1% | $145,897-46.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.75% | 24.85%-1.1pp | 24.95%-1.2pp | 552.29%-528.5pp |
| Employer contribution / active EE | $4,456 | $4,217+5.7% | $3,871+15.1% | $4,663-4.4% |
| Participant deferral / active EE | $1,355 | $5,622-75.9% | $5,060-73.2% | $6,689-79.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |