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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 | $90,508 | $76,401+18.5% | $106,387-14.9% | $64,173+41.0% |
| Participation rate | 97.8% | 73.5%+24.2pp | 77.5%+20.3pp | 69.6%+28.2pp |
| Annual return | 5.24% | -2.19%+7.4pp | 0.25%+5.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $3,848 | $2,680+43.6% | $3,520+9.3% | $2,381+61.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21 | $4,610-99.5% | $7,510-99.7% | $4,887-99.6% |