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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 | $215,670 | $177,156+21.7% | $147,027+46.7% | $154,746+39.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 17.08% | 21.94%-4.9pp | 20.23%-3.2pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,532 | $4,336-64.7% | $3,626-57.7% | $4,379-65.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $14,904-99.9% | $12,223-99.8% | $14,365-99.9% |