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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 | $162,356 | $78,425+107.0% | $95,956+69.2% | $79,858+103.3% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 16.83% | 19.37%-2.5pp | 91.63%-74.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $5,168 | $1,945+165.7% | $2,541+103.4% | $2,471+109.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $117 | $5,622-97.9% | $6,797-98.3% | $5,306-97.8% |