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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 | $166,376 | $124,213+33.9% | $118,106+40.9% | $154,746+7.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 19.59% | 18.29%+1.3pp | 19.44%+0.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $11,883 | $4,905+142.3% | $4,698+152.9% | $4,379+171.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $276 | $9,627-97.1% | $8,973-96.9% | $14,365-98.1% |