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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 | $149,634 | $90,486+65.4% | $78,676+90.2% | $273,972-45.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | 75.62%-66.7pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $12,857 | $3,175+304.9% | $2,850+351.1% | $4,869+164.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |