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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 | $181,295 | $72,404+150.4% | $110,243+64.4% | $64,173+182.5% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+24.0pp |
| Annual return | -7.43% | -6.29%-1.1pp | 314.76%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $8,065 | $2,282+253.5% | $3,827+110.7% | $2,381+238.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $55 | $5,664-99.0% | $8,548-99.4% | $4,887-98.9% |