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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 | $127,401 | $124,351+2.5% | $109,188+16.7% | $167,553-24.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 14.17% | 26.04%-11.9pp | 25.76%-11.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $4,311 | $4,210+2.4% | $3,723+15.8% | $4,840-10.9% |
| Participant deferral / active EE | $908 | $5,257-82.7% | $4,654-80.5% | $6,343-85.7% |
| Admin fee / account holder | $14 | $7,975-99.8% | $6,755-99.8% | $12,316-99.9% |