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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 | $179,494 | $90,486+98.4% | $78,676+128.1% | $273,972-34.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 44.65% | 75.62%-31.0pp | 62.19%-17.5pp | 41.46%+3.2pp |
| Employer contribution / active EE | $1,114 | $3,175-64.9% | $2,850-60.9% | $4,869-77.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |