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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 | $123,895 | $110,083+12.5% | $151,645-18.3% | $68,490+80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 31.45% | -10.12%+41.6pp | 3.34%+28.1pp | -7.85%+39.3pp |
| Employer contribution / active EE | $24,719 | $4,470+453.0% | $6,165+300.9% | $2,597+851.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $87 | $7,718-98.9% | $11,614-99.2% | $5,403-98.4% |