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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 | $91,845 | $209,336-56.1% | $197,124-53.4% | $137,256-33.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.09% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,038 | $6,591-69.1% | $6,227-67.3% | $4,156-51.0% |
| Participant deferral / active EE | $2,755 | $9,614-71.3% | $9,135-69.8% | $6,407-57.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |