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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 | $74,277 | $60,349+23.1% | $74,184+0.1% | $62,881+18.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 20.78% | 21.38%-0.6pp | 17.74%+3.0pp | 20.14%+0.6pp |
| Employer contribution / active EE | $2,911 | $1,680+73.2% | $2,370+22.8% | $2,281+27.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |