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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 | $181,956 | $100,970+80.2% | $96,576+88.4% | $137,256+32.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 16.29% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,049 | $3,809+58.8% | $3,553+70.2% | $4,156+45.5% |
| Participant deferral / active EE | $1,675 | $8,286-79.8% | $7,956-78.9% | $6,407-73.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |