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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 | $118,663 | $106,588+11.3% | $94,215+25.9% | $155,188-23.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.60% | 29.39%-13.8pp | 28.22%-12.6pp | 148.84%-133.2pp |
| Employer contribution / active EE | $13,589 | $3,080+341.2% | $2,675+408.0% | $4,248+219.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |