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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 | $70,112 | $275,752-74.6% | $256,809-72.7% | $198,609-64.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.64% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $12,402 | $7,721+60.6% | $7,263+70.8% | $5,055+145.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |