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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 | $120,096 | $161,352-25.6% | $134,172-10.5% | $137,256-12.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.66% | 28.72%-18.1pp | 25.30%-14.6pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,956 | $4,099-52.3% | $3,420-42.8% | $4,156-52.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |