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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 | $175,837 | $181,896-3.3% | $156,551+12.3% | $273,972-35.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.47% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $9,376 | $6,248+50.1% | $5,501+70.4% | $4,869+92.6% |
| Participant deferral / active EE | $500 | $5,550-91.0% | $4,871-89.7% | $5,287-90.5% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |