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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 | $120,852 | $95,188+27.0% | $76,518+57.9% | $135,380-10.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 10.95% | 4.85%+6.1pp | -0.27%+11.2pp | 519.81%-508.9pp |
| Employer contribution / active EE | $2,755 | $3,303-16.6% | $2,647+4.1% | $4,779-42.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |