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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 | $162,136+13.9% | $152,301+21.2% | $154,746+19.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 17.87% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,148 | $4,890-35.6% | $4,624-31.9% | $4,379-28.1% |
| Participant deferral / active EE | $2,414 | $8,341-71.1% | $8,004-69.8% | $6,730-64.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |