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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 | $122,591 | $185,883-34.0% | $170,043-27.9% | $139,466-12.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.17% | 60.54%-40.4pp | 53.40%-33.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $24,594 | $7,596+223.8% | $6,790+262.2% | $4,754+417.3% |
| Participant deferral / active EE | $3,000 | $11,626-74.2% | $10,410-71.2% | $6,712-55.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |