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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 | $137,133 | $81,870+67.5% | $119,634+14.6% | $68,490+100.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 11.39% | -23.82%+35.2pp | -14.98%+26.4pp | -7.85%+19.2pp |
| Employer contribution / active EE | $14,487 | $2,692+438.2% | $4,232+242.3% | $2,597+457.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |