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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 | $106,133 | $90,486+17.3% | $78,676+34.9% | $273,972-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.11% | 75.62%-71.5pp | 62.19%-58.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $26,000 | $3,175+718.9% | $2,850+812.3% | $4,869+434.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |