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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 | $76,405 | $60,349+26.6% | $74,184+3.0% | $62,881+21.5% |
| Participation rate | 96.6% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.3pp |
| Annual return | 5.04% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $5,386 | $1,680+220.6% | $2,370+127.3% | $2,281+136.2% |
| 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% |