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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 | $91,523 | $88,707+3.2% | $74,184+23.4% | $273,972-66.6% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 9.20% | 11.94%-2.7pp | 17.74%-8.5pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,871 | $3,159+149.1% | $2,370+232.1% | $4,869+61.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $131 | $8,717-98.5% | $5,586-97.6% | $10,133-98.7% |