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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 | $79,935 | $215,361-62.9% | $171,082-53.3% | $273,972-70.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.40% | 25.14%-14.7pp | 32.56%-22.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $13,936 | $4,967+180.6% | $4,002+248.2% | $4,869+186.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |