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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 | $69,115 | $62,589+10.4% | $76,768-10.0% | $64,173+7.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.88% | -1.95%+12.8pp | 2.43%+8.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $3,848 | $1,832+110.0% | $2,485+54.8% | $2,381+61.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $210 | $4,667-95.5% | $6,675-96.9% | $4,887-95.7% |