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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 | $169,708 | $124,336+36.5% | $111,303+52.5% | $167,518+1.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.81% | 37.45%-18.6pp | 54.66%-35.8pp | 478.71%-459.9pp |
| Employer contribution / active EE | $5,950 | $3,436+73.1% | $2,731+117.8% | $4,838+23.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |