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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 | $42,975 | $178,174-75.9% | $156,181-72.5% | $137,256-68.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.68% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,800 | $4,972+56.9% | $4,294+81.7% | $4,156+87.7% |
| Participant deferral / active EE | $1,065 | $6,888-84.5% | $6,132-82.6% | $6,407-83.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |