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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 | $162,330 | $167,533-3.1% | $151,645+7.0% | $134,545+20.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.92% | 7.81%-20.7pp | 3.34%-16.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $8,571 | $6,828+25.5% | $6,165+39.0% | $4,742+80.8% |
| Participant deferral / active EE | $2,114 | $8,985-76.5% | $8,363-74.7% | $6,401-67.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |