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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 | $168,121 | $201,370-16.5% | $184,256-8.8% | $145,897+15.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.12% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $26,450 | $7,024+276.6% | $6,427+311.5% | $4,663+467.3% |
| Participant deferral / active EE | $3,000 | $9,808-69.4% | $9,133-67.2% | $6,689-55.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |