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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 | $51,018 | $228,352-77.7% | $185,835-72.5% | $158,966-67.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.77% | 40.81%-33.0pp | 35.96%-28.2pp | 302.95%-295.2pp |
| Employer contribution / active EE | $7,818 | $4,967+57.4% | $4,087+91.3% | $4,762+64.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |