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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 | $92,637 | $79,961+15.9% | $98,462-5.9% | $75,177+23.2% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.8pp |
| Annual return | 13.63% | 19.75%-6.1pp | 21.17%-7.5pp | 160.75%-147.1pp |
| Employer contribution / active EE | $2,625 | $2,264+15.9% | $3,049-13.9% | $2,671-1.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $77 | $6,842-98.9% | $8,875-99.1% | $5,651-98.6% |