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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 | $124,848 | $102,828+21.4% | $105,387+18.5% | $152,897-18.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.74% | 20.85%+2.9pp | 26.82%-3.1pp | 345.43%-321.7pp |
| Employer contribution / active EE | $6,268 | $4,473+40.1% | $4,213+48.8% | $4,764+31.6% |
| Participant deferral / active EE | $962 | $5,465-82.4% | $5,502-82.5% | $5,851-83.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,599-100.0% |