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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 | $108,924 | $153,769-29.2% | $133,975-18.7% | $273,972-60.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.90% | 36.51%-32.6pp | 29.29%-25.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $17,239 | $6,029+185.9% | $5,211+230.8% | $4,869+254.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |