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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 | $40,454 | $196,972-79.5% | $182,262-77.8% | $198,609-79.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.77% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $10,408 | $5,364+94.0% | $5,046+106.3% | $5,055+105.9% |
| Participant deferral / active EE | $2,677 | $8,643-69.0% | $8,276-67.7% | $6,977-61.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |