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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 | $231,433 | $153,769+50.5% | $133,975+72.7% | $273,972-15.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.28% | 36.51%-31.2pp | 29.29%-24.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,429 | $6,029-76.3% | $5,211-72.6% | $4,869-70.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |