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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 | $150,863 | $99,668+51.4% | $86,451+74.5% | $134,545+12.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.90% | 6789.61%-6784.7pp | 4398.51%-4393.6pp | 418.37%-413.5pp |
| Employer contribution / active EE | $1,713 | $4,403-61.1% | $3,770-54.6% | $4,742-63.9% |
| Participant deferral / active EE | $1,000 | $7,249-86.2% | $6,953-85.6% | $6,401-84.4% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |