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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 | $170,209 | $153,769+10.7% | $133,975+27.0% | $273,972-37.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.12% | 36.51%-19.4pp | 29.29%-12.2pp | 41.46%-24.3pp |
| Employer contribution / active EE | $27,876 | $6,029+362.4% | $5,211+434.9% | $4,869+472.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |