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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 | $131,705 | $181,896-27.6% | $156,551-15.9% | $273,972-51.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.96% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $13,262 | $6,248+112.3% | $5,501+141.1% | $4,869+172.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |