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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 | $142,990 | $177,595-19.5% | $148,496-3.7% | $198,609-28.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.56% | 9.97%-6.4pp | 12.33%-8.8pp | 202.70%-199.1pp |
| Employer contribution / active EE | $8,333 | $4,098+103.4% | $3,497+138.3% | $5,055+64.8% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |