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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 | $138,278 | $97,765+41.4% | $103,486+33.6% | $145,884-5.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.51% | 25.44%-12.9pp | 23.93%-11.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,637 | $4,687-65.1% | $4,679-65.0% | $4,662-64.9% |
| Participant deferral / active EE | $1,637 | $6,606-75.2% | $6,628-75.3% | $6,690-75.5% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |