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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 | $154,228+19.7% | $145,433+27.0% | $137,256+34.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.87% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,148 | $4,804-34.5% | $4,554-30.9% | $4,156-24.3% |
| Participant deferral / active EE | $2,414 | $8,216-70.6% | $7,897-69.4% | $6,407-62.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |