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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 | $75,954 | $199,109-61.9% | $173,730-56.3% | $154,746-50.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 17.39% | 20.02%-2.6pp | 19.96%-2.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6,857 | $5,311+29.1% | $4,577+49.8% | $4,379+56.6% |
| Participant deferral / active EE | $1,300 | $7,113-81.7% | $6,326-79.5% | $6,730-80.7% |
| Admin fee / account holder | $73 | $20,916-99.6% | $17,523-99.6% | $14,365-99.5% |