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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 | $142,815 | $176,786-19.2% | $146,643-2.6% | $167,536-14.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.50% | 24.04%-9.5pp | 22.75%-8.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $10,000 | $5,161+93.8% | $4,137+141.7% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |