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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 | $136,860+17.9% | $120,344+34.1% | $154,746+4.3% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 17.09% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,672 | $3,533-52.7% | $3,020-44.6% | $4,379-61.8% |
| Participant deferral / active EE | $1,954 | $5,793-66.3% | $5,135-62.0% | $6,730-71.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |