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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 | $233,888 | $87,546+167.2% | $75,784+208.6% | $125,389+86.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.22% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $23,925 | $3,930+508.8% | $3,323+619.9% | $4,866+391.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $120 | $6,503-98.2% | $5,300-97.7% | $9,541-98.7% |