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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 | $95,449 | $87,546+9.0% | $75,784+25.9% | $125,389-23.9% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.26% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $8,505 | $3,930+116.4% | $3,323+155.9% | $4,866+74.8% |
| Participant deferral / active EE | $750 | $4,230-82.3% | $3,652-79.5% | $5,352-86.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |