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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 | $173,100 | $140,592+23.1% | $123,106+40.6% | $125,393+38.0% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | 2.56% | 16.80%-14.2pp | 13.22%-10.7pp | 282.23%-279.7pp |
| Employer contribution / active EE | $5,556 | $6,041-8.0% | $5,151+7.9% | $4,866+14.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |