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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 | $62,591 | $124,425-49.7% | $112,040-44.1% | $137,256-54.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.64% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,869 | $3,411+101.4% | $2,954+132.5% | $4,156+65.3% |
| Participant deferral / active EE | $1,000 | $5,718-82.5% | $5,098-80.4% | $6,407-84.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |