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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 | $87,627 | $125,778-30.3% | $114,563-23.5% | $154,746-43.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.42% | 295.14%-279.7pp | 241.09%-225.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,106 | $2,806+10.7% | $2,592+19.8% | $4,379-29.1% |
| Participant deferral / active EE | $273 | $4,445-93.9% | $4,142-93.4% | $6,730-95.9% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |