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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 | $194,901 | $167,362+16.5% | $143,799+35.5% | $134,532+44.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.98% | 0.47%-1.5pp | -0.04%-0.9pp | 418.27%-419.2pp |
| Employer contribution / active EE | $43,000 | $5,620+665.1% | $4,952+768.3% | $4,741+807.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |