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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 | $74,915 | $99,345-24.6% | $84,753-11.6% | $273,972-72.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 2.68% | 22.93%-20.3pp | 22.78%-20.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $11,332 | $4,214+168.9% | $3,574+217.0% | $4,869+132.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |