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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 | $99,950 | $156,398-36.1% | $147,318-32.2% | $138,895-28.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.82% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $17,439 | $4,853+259.3% | $4,593+279.7% | $4,194+315.8% |
| Participant deferral / active EE | $772 | $8,237-90.6% | $7,906-90.2% | $6,396-87.9% |
| Admin fee / account holder | $51 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |