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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 | $193,929 | $107,809+79.9% | $90,657+113.9% | $135,380+43.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 18.89% | -0.90%+19.8pp | 1.89%+17.0pp | 519.81%-500.9pp |
| Employer contribution / active EE | $4,912 | $3,018+62.8% | $2,532+94.0% | $4,779+2.8% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |