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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 | $45,109 | $88,370-49.0% | $112,977-60.1% | $79,856-43.5% |
| Participation rate | 92.6% | 76.8%+15.8pp | 82.6%+10.0pp | 69.6%+23.0pp |
| Annual return | 16.84% | 23.16%-6.3pp | 24.24%-7.4pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,817 | $3,398+71.2% | $4,255+36.7% | $2,471+135.4% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |