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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 | $120,063 | $71,872+67.1% | $86,691+38.5% | $68,495+75.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.90% | 3.53%-20.4pp | 35.94%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,514 | $2,173+199.8% | $2,837+129.6% | $2,596+150.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |