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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 | $89,676 | $227,399-60.6% | $189,758-52.7% | $198,609-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.53% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $13,666 | $5,526+147.3% | $4,767+186.7% | $5,055+170.3% |
| Participant deferral / active EE | $757 | $6,837-88.9% | $5,856-87.1% | $6,977-89.2% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |