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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 | $219,811 | $162,136+35.6% | $152,301+44.3% | $154,746+42.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.52% | 91.02%-68.5pp | 80.50%-58.0pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,246 | $4,890-74.5% | $4,624-73.1% | $4,379-71.6% |
| Participant deferral / active EE | $2,491 | $8,341-70.1% | $8,004-68.9% | $6,730-63.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |