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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 | $90,560 | $123,793-26.8% | $177,848-49.1% | $79,856+13.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.27% | 22.82%-7.6pp | 48.33%-33.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $8,408 | $4,095+105.3% | $5,919+42.1% | $2,471+240.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |