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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 | $90,042 | $73,981+21.7% | $105,754-14.9% | $62,881+43.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 10.28% | 17.60%-7.3pp | 12.25%-2.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,664 | $2,856+63.3% | $4,079+14.4% | $2,281+104.5% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3 | $5,976-99.9% | $8,309-100.0% | $4,296-99.9% |