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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 | $151,863 | $115,917+31.0% | $100,535+51.1% | $158,982-4.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 16.90% | 34.80%-17.9pp | 30.90%-14.0pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,066 | $4,105-74.0% | $3,419-68.8% | $4,763-77.6% |
| Participant deferral / active EE | $1,957 | $6,677-70.7% | $6,271-68.8% | $5,983-67.3% |
| Admin fee / account holder | $165 | $11,002-98.5% | $8,085-98.0% | $11,252-98.5% |