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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 | $109,695 | $105,856+3.6% | $90,161+21.7% | $147,586-25.7% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 22.30% | 37.63%-15.3pp | 34.89%-12.6pp | 578.59%-556.3pp |
| Employer contribution / active EE | $4,444 | $4,126+7.7% | $3,318+33.9% | $4,876-8.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |