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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 | $116,442 | $211,239-44.9% | $178,528-34.8% | $145,877-20.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.87% | 30.22%-20.4pp | 27.11%-17.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $16,667 | $4,570+264.7% | $3,950+321.9% | $4,663+257.4% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |