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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 | $185,141+16.5% | $153,416+40.6% | $155,188+39.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 74.3%+0.7pp | 80.8%-5.8pp |
| Annual return | 17.08% | 18.72%-1.6pp | 17.84%-0.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,532 | $4,489-65.9% | $3,764-59.3% | $4,248-63.9% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20 | $16,005-99.9% | $13,095-99.8% | $14,480-99.9% |