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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 | $22,262 | $156,398-85.8% | $147,318-84.9% | $138,895-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.81% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,177 | $4,853-55.2% | $4,593-52.6% | $4,194-48.1% |
| Participant deferral / active EE | $2,123 | $8,237-74.2% | $7,906-73.2% | $6,396-66.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |