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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 | $44,436 | $183,627-75.8% | $155,602-71.4% | $145,978-69.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.24% | 61.32%-43.1pp | 64.81%-46.6pp | 550.52%-532.3pp |
| Employer contribution / active EE | $6,545 | $5,316+23.1% | $4,675+40.0% | $4,662+40.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |