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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 | $93,589 | $135,956-31.2% | $123,894-24.5% | $273,972-65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.41% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $20,000 | $5,170+286.9% | $4,617+333.2% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |