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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 | $99,486 | $153,774-35.3% | $133,979-25.7% | $273,970-63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.94% | 36.51%-20.6pp | 29.30%-13.4pp | 41.46%-25.5pp |
| Employer contribution / active EE | $34,018 | $6,029+464.3% | $5,211+552.8% | $4,869+598.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $295 | $11,765-97.5% | $9,324-96.8% | $10,132-97.1% |