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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 | $246,451 | $201,344+22.4% | $184,243+33.8% | $145,877+68.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 9.94% | 29.01%-19.1pp | 28.82%-18.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,708 | $7,022-75.7% | $6,427-73.4% | $4,663-63.4% |
| Participant deferral / active EE | $2,067 | $9,807-78.9% | $9,132-77.4% | $6,691-69.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |