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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 | $171,309 | $210,343-18.6% | $153,476+11.6% | $145,978+17.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.21% | 13.38%+0.8pp | 15.66%-1.4pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,939 | $6,047-67.9% | $5,038-61.5% | $4,662-58.4% |
| Participant deferral / active EE | $1,803 | $7,977-77.4% | $6,759-73.3% | $6,690-73.1% |
| Admin fee / account holder | $6 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |