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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 | $192,885 | $201,370-4.2% | $184,256+4.7% | $145,897+32.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.18% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $51,049 | $7,024+626.8% | $6,427+694.3% | $4,663+994.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |