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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 | $240,165 | $212,386+13.1% | $199,883+20.2% | $138,895+72.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.40% | 47.75%-29.3pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,333 | $6,625-49.7% | $6,261-46.8% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |