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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 | $88,996-45.5% | $78,004-37.8% | $138,895-65.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.47% | 28.03%-9.6pp | 31.07%-12.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $7,558 | $2,917+159.1% | $2,469+206.2% | $4,194+80.2% |
| Participant deferral / active EE | $852 | $4,724-82.0% | $4,092-79.2% | $6,396-86.7% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |