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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 | $155,039 | $162,136-4.4% | $152,301+1.8% | $154,746+0.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.18% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,672 | $4,890-45.4% | $4,624-42.2% | $4,379-39.0% |
| Participant deferral / active EE | $2,438 | $8,341-70.8% | $8,004-69.5% | $6,730-63.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |