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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 | $197,042 | $181,896+8.3% | $156,551+25.9% | $273,972-28.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.54% | 30.74%-12.2pp | 32.23%-13.7pp | 41.46%-22.9pp |
| Employer contribution / active EE | $3,157 | $6,248-49.5% | $5,501-42.6% | $4,869-35.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |