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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 | $210,908-18.8% | $153,643+11.5% | $145,884+17.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.21% | 13.46%+0.8pp | 15.71%-1.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,939 | $6,055-68.0% | $5,039-61.5% | $4,662-58.4% |
| Participant deferral / active EE | $1,803 | $7,976-77.4% | $6,754-73.3% | $6,690-73.1% |
| Admin fee / account holder | $6 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |