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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 | $123,680 | $88,707+39.4% | $74,184+66.7% | $273,972-54.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.79% | 11.94%-4.2pp | 17.74%-9.9pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,333 | $3,159-57.8% | $2,370-43.7% | $4,869-72.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |