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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 | $130,715 | $129,959+0.6% | $104,301+25.3% | $134,509-2.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 3.47% | 42.04%-38.6pp | 24.61%-21.1pp | 418.13%-414.7pp |
| Employer contribution / active EE | $5,079 | $4,185+21.3% | $3,373+50.6% | $4,741+7.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |