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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 | $27,793 | $201,344-86.2% | $184,243-84.9% | $145,877-80.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.17% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,609 | $7,022-77.1% | $6,427-75.0% | $4,663-65.5% |
| Participant deferral / active EE | $1,516 | $9,807-84.5% | $9,132-83.4% | $6,691-77.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |