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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 | $153,545 | $181,896-15.6% | $156,551-1.9% | $273,972-44.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.34% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $20,092 | $6,248+221.6% | $5,501+265.2% | $4,869+312.7% |
| Participant deferral / active EE | $750 | $5,550-86.5% | $4,871-84.6% | $5,287-85.8% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |