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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 | $135,263 | $215,361-37.2% | $171,082-20.9% | $273,972-50.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 8.21% | 25.14%-16.9pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,861 | $4,967+138.8% | $4,002+196.4% | $4,869+143.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |