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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 | $42,042 | $167,522-74.9% | $151,639-72.3% | $134,532-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.12% | 7.81%-7.7pp | 3.34%-3.2pp | 418.27%-418.1pp |
| Employer contribution / active EE | $15,666 | $6,828+129.4% | $6,165+154.1% | $4,741+230.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |