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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 | $189,028 | $175,231+7.9% | $149,696+26.3% | $139,466+35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.99% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,982 | $5,478-63.8% | $4,821-58.9% | $4,754-58.3% |
| Participant deferral / active EE | $1,039 | $6,521-84.1% | $5,682-81.7% | $6,712-84.5% |
| Admin fee / account holder | $8 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |