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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 | $158,397 | $275,752-42.6% | $256,809-38.3% | $198,609-20.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.04% | 34.81%-17.8pp | 32.73%-15.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $9,661 | $7,721+25.1% | $7,263+33.0% | $5,055+91.1% |
| Participant deferral / active EE | $658 | $10,037-93.4% | $9,520-93.1% | $6,977-90.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |