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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 | $82,758 | $178,174-53.6% | $156,181-47.0% | $137,256-39.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.42% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,882 | $4,972+18.3% | $4,294+37.0% | $4,156+41.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |