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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 | $172,197 | $110,212+56.2% | $96,534+78.4% | $139,466+23.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.41% | 26.42%-12.0pp | 25.88%-11.5pp | 373.66%-359.3pp |
| Employer contribution / active EE | $5,670 | $3,620+56.6% | $2,965+91.2% | $4,754+19.3% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |