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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 | $195,460 | $136,860+42.8% | $120,344+62.4% | $154,746+26.3% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 13.97% | 21.38%-7.4pp | 20.30%-6.3pp | 172.34%-158.4pp |
| Employer contribution / active EE | $13,005 | $3,533+268.1% | $3,020+330.6% | $4,379+197.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |