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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 | $155,878 | $162,967-4.4% | $135,792+14.8% | $138,895+12.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.37% | 30.08%-14.7pp | 25.96%-10.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $37,250 | $4,211+784.6% | $3,496+965.7% | $4,194+788.1% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |