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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 | $186,641 | $111,301+67.7% | $112,977+65.2% | $158,982+17.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 22.95% | 26.40%-3.4pp | 24.24%-1.3pp | 302.99%-280.0pp |
| Employer contribution / active EE | $7,287 | $4,471+63.0% | $4,255+71.3% | $4,763+53.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,252-100.0% |