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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 | $122,864 | $93,064+32.0% | $74,577+64.7% | $273,972-55.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 9.12% | 26.18%-17.1pp | 20.47%-11.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $14,607 | $3,160+362.3% | $2,525+478.5% | $4,869+200.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |