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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 | $191,547 | $185,312+3.4% | $161,489+18.6% | $154,746+23.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.28% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,004 | $4,769-58.0% | $4,268-53.0% | $4,379-54.2% |
| Participant deferral / active EE | $1,733 | $6,350-72.7% | $5,630-69.2% | $6,730-74.2% |
| Admin fee / account holder | $13 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |