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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 | $172,125 | $88,707+94.0% | $74,184+132.0% | $273,972-37.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.35% | 11.94%+0.4pp | 17.74%-5.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $4,812 | $3,159+52.3% | $2,370+103.0% | $4,869-1.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |