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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 | $160,082 | $154,209+3.8% | $130,062+23.1% | $139,487+14.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.34% | 32.52%-18.2pp | -137.37%+151.7pp | 373.84%-359.5pp |
| Employer contribution / active EE | $7,412 | $5,292+40.1% | $4,322+71.5% | $4,755+55.9% |
| Participant deferral / active EE | $957 | $6,709-85.7% | $5,821-83.6% | $6,713-85.7% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |