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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 | $152,074+9.4% | $137,474+21.0% | $198,609-16.2% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 19.59% | 10.68%+8.9pp | 11.53%+8.1pp | 202.70%-183.1pp |
| Employer contribution / active EE | $11,883 | $5,444+118.3% | $5,048+135.4% | $5,055+135.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $276 | $11,950-97.7% | $10,602-97.4% | $19,030-98.5% |