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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 | $147,498 | $127,387+15.8% | $115,038+28.2% | $125,389+17.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.65% | 31.28%-29.6pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,711 | $5,166-66.9% | $4,608-62.9% | $4,866-64.8% |
| Participant deferral / active EE | $1,860 | $6,423-71.0% | $6,026-69.1% | $5,352-65.2% |
| Admin fee / account holder | $83 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |