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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 | $210,933 | $99,345+112.3% | $84,753+148.9% | $273,972-23.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.11% | 22.93%-19.8pp | 22.78%-19.7pp | 41.46%-38.3pp |
| Employer contribution / active EE | $3,057 | $4,214-27.5% | $3,574-14.5% | $4,869-37.2% |
| Participant deferral / active EE | $602 | $4,270-85.9% | $3,712-83.8% | $5,287-88.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |