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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 | $69,483 | $185,905-62.6% | $170,057-59.1% | $139,487-50.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.24% | 60.56%-38.3pp | 53.42%-31.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $7,014 | $7,597-7.7% | $6,790+3.3% | $4,755+47.5% |
| Participant deferral / active EE | $650 | $11,627-94.4% | $10,411-93.8% | $6,713-90.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |