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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 | $184,646 | $196,972-6.3% | $182,262+1.3% | $198,609-7.0% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 17.87% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $3,148 | $5,364-41.3% | $5,046-37.6% | $5,055-37.7% |
| Participant deferral / active EE | $2,414 | $8,643-72.1% | $8,276-70.8% | $6,977-65.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |