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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 | $214,043 | $114,237+87.4% | $119,258+79.5% | $167,536+27.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.84% | 29.87%-10.0pp | 30.69%-10.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $8,077 | $4,481+80.2% | $4,384+84.2% | $4,839+66.9% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,315-100.0% |