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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 | $49,607 | $192,829-74.3% | $142,516-65.2% | $139,466-64.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 22.81% | 17.99%+4.8pp | 19.99%+2.8pp | 373.66%-350.8pp |
| Employer contribution / active EE | $6,932 | $5,808+19.3% | $4,849+43.0% | $4,754+45.8% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,409-100.0% |