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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 | $82,682 | $103,949-20.5% | $69,182+19.5% | $273,972-69.8% |
| Participation rate | 93.8% | 67.4%+26.4pp | 55.1%+38.6pp | 83.0%+10.7pp |
| Annual return | 26.19% | 35.28%-9.1pp | -21.93%+48.1pp | 41.46%-15.3pp |
| Employer contribution / active EE | $925 | $1,783-48.1% | $1,206-23.3% | $4,869-81.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |