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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 | $161,425 | $167,415-3.6% | $140,514+14.9% | $198,609-18.7% |
| Participation rate | 70.0% | 80.9%-10.9pp | 77.8%-7.8pp | 82.4%-12.4pp |
| Annual return | 17.09% | 13.85%+3.2pp | 14.36%+2.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,672 | $4,088-59.1% | $3,378-50.5% | $5,055-66.9% |
| Participant deferral / active EE | $1,954 | $5,579-65.0% | $4,919-60.3% | $6,977-72.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |