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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 | $57,877 | $223,823-74.1% | $211,142-72.6% | $154,746-62.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.27% | 50.39%-32.1pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $20,000 | $6,787+194.7% | $6,442+210.5% | $4,379+356.7% |
| Participant deferral / active EE | $645 | $9,750-93.4% | $9,284-93.1% | $6,730-90.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |