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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 | $0 | $355,607-100.0% | $323,456-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 84.6%-84.6pp |
| Annual return | 22.83% | 14.49%+8.3pp | 13.64%+9.2pp | 10.48%+12.3pp |
| Employer contribution / active EE | $25,000 | $31,354-20.3% | $30,857-19.0% | $25,108-0.4% |
| Participant deferral / active EE | $0 | $8,255-100.0% | $7,386-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $48,677-100.0% |