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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 | $150,688 | $118,488+27.2% | $98,462+53.0% | $139,487+8.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 27.48% | 18.96%+8.5pp | 21.17%+6.3pp | 373.84%-346.4pp |
| Employer contribution / active EE | $22,500 | $3,611+523.2% | $3,049+638.0% | $4,755+373.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |