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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 | $124,855 | $167,533-25.5% | $151,645-17.7% | $134,545-7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.08% | 7.81%-19.9pp | 3.34%-15.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $18,541 | $6,828+171.5% | $6,165+200.7% | $4,742+291.0% |
| Participant deferral / active EE | $2,715 | $8,985-69.8% | $8,363-67.5% | $6,401-57.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |