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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 | $48,539 | $107,733-54.9% | $92,985-47.8% | $154,746-68.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.47% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $7,558 | $3,126+141.8% | $2,662+183.9% | $4,379+72.6% |
| Participant deferral / active EE | $852 | $5,053-83.1% | $4,377-80.5% | $6,730-87.3% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |