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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 | $185,830-62.6% | $170,004-59.1% | $139,427-50.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.24% | 60.52%-38.3pp | 53.39%-31.1pp | 373.27%-351.0pp |
| Employer contribution / active EE | $7,014 | $7,591-7.6% | $6,786+3.4% | $4,752+47.6% |
| Participant deferral / active EE | $650 | $11,622-94.4% | $10,408-93.8% | $6,711-90.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |