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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 | $157,885 | $127,387+23.9% | $115,038+37.2% | $125,389+25.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 10.28% | 31.28%-21.0pp | 26.14%-15.9pp | 282.24%-272.0pp |
| Employer contribution / active EE | $9,115 | $5,166+76.4% | $4,608+97.8% | $4,866+87.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |