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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 | $177,515 | $84,527+110.0% | $67,711+162.2% | $125,393+41.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 38.76% | 2.57%+36.2pp | 25.41%+13.4pp | 282.23%-243.5pp |
| Employer contribution / active EE | $6,300 | $3,292+91.4% | $2,559+146.2% | $4,866+29.5% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |