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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 | $123,272 | $127,387-3.2% | $115,038+7.2% | $125,389-1.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.50% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,375 | $5,166-73.4% | $4,608-70.2% | $4,866-71.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |