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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 | $120,035 | $88,583+35.5% | $88,497+35.6% | $273,972-56.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.21% | 5.68%+0.5pp | 7.63%-1.4pp | 41.46%-35.2pp |
| Employer contribution / active EE | $7,478 | $4,502+66.1% | $4,036+85.3% | $4,869+53.6% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |