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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 | $242,894 | $176,786+37.4% | $146,643+65.6% | $167,536+45.0% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 28.29% | 24.04%+4.3pp | 22.75%+5.5pp | 478.82%-450.5pp |
| Employer contribution / active EE | $2,392 | $5,161-53.6% | $4,137-42.2% | $4,839-50.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18 | $13,262-99.9% | $10,280-99.8% | $12,315-99.9% |