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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 | $188,211 | $135,956+38.4% | $123,894+51.9% | $273,972-31.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.36% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $6,215 | $5,170+20.2% | $4,617+34.6% | $4,869+27.6% |
| Participant deferral / active EE | $1,622 | $6,343-74.4% | $5,984-72.9% | $5,287-69.3% |
| Admin fee / account holder | $2 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |