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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 | $118,619 | $153,311-22.6% | $109,313+8.5% | $273,972-56.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 14.66% | 29.86%-15.2pp | 22.07%-7.4pp | 41.46%-26.8pp |
| Employer contribution / active EE | $15,000 | $5,619+166.9% | $3,892+285.4% | $4,869+208.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |