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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 | $112,381 | $106,280+5.7% | $96,538+16.4% | $139,487-19.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.55% | 38.48%-21.9pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $9,000 | $4,107+119.1% | $3,740+140.6% | $4,755+89.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |