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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 | $47,364 | $48,078-1.5% | $78,676-39.8% | $62,881-24.7% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 6.41% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,527 | $2,015+124.7% | $2,850+58.8% | $2,281+98.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |