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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 | $174,185 | $180,028-3.2% | $138,135+26.1% | $158,982+9.6% |
| Participation rate | 90.0% | 82.2%+7.8pp | 78.7%+11.3pp | 82.0%+8.0pp |
| Annual return | 5.97% | 21.68%-15.7pp | 20.51%-14.5pp | 302.99%-297.0pp |
| Employer contribution / active EE | $5,243 | $7,470-29.8% | $5,587-6.2% | $4,763+10.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |