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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 | $108,715 | $92,219+17.9% | $76,766+41.6% | $135,382-19.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.22% | 5.46%+0.8pp | 2.43%+3.8pp | 519.77%-513.6pp |
| Employer contribution / active EE | $6,667 | $3,216+107.3% | $2,485+168.3% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |