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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 | $70,958 | $127,387-44.3% | $115,038-38.3% | $125,389-43.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.77% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $17,000 | $5,166+229.1% | $4,608+268.9% | $4,866+249.4% |
| Participant deferral / active EE | $240 | $6,423-96.3% | $6,026-96.0% | $5,352-95.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |