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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 | $129,465 | $254,759-49.2% | $216,567-40.2% | $198,609-34.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.13% | 10.04%+5.1pp | 12.94%+2.2pp | 202.70%-187.6pp |
| Employer contribution / active EE | $7,143 | $6,096+17.2% | $5,216+36.9% | $5,055+41.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |