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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 | $156,712 | $86,701+80.7% | $73,309+113.8% | $125,389+25.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.80% | 2.78%0pp | 5.67%-2.9pp | 282.24%-279.4pp |
| Employer contribution / active EE | $2,882 | $4,152-30.6% | $3,237-11.0% | $4,866-40.8% |
| Participant deferral / active EE | $800 | $5,549-85.6% | $4,991-84.0% | $5,352-85.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |