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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 | $208,372 | $180,028+15.7% | $138,135+50.8% | $158,982+31.1% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 14.52% | 21.68%-7.2pp | 20.51%-6.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,581 | $7,470-65.4% | $5,587-53.8% | $4,763-45.8% |
| Participant deferral / active EE | $1,044 | $7,717-86.5% | $6,431-83.8% | $5,983-82.6% |
| Admin fee / account holder | $252 | $17,912-98.6% | $11,856-97.9% | $11,252-97.8% |