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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 | $74,594 | $72,114+3.4% | $108,745-31.4% | $62,881+18.6% |
| Participation rate | 97.8% | 74.6%+23.2pp | 77.7%+20.1pp | 69.3%+28.5pp |
| Annual return | 19.78% | 13.41%+6.4pp | 46.22%-26.4pp | 20.14%-0.4pp |
| Employer contribution / active EE | $2,840 | $2,694+5.4% | $3,323-14.5% | $2,281+24.5% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $204 | $4,608-95.6% | $6,144-96.7% | $4,296-95.2% |