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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 | $91,646 | $101,795-10.0% | $165,100-44.5% | $80,959+13.2% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 18.83% | 16.73%+2.1pp | 70.21%-51.4pp | 35.67%-16.8pp |
| Employer contribution / active EE | $8,011 | $2,954+171.2% | $4,348+84.2% | $2,757+190.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30 | $8,221-99.6% | $12,696-99.8% | $6,925-99.6% |