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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 | $37,860 | $198,457-80.9% | $170,435-77.8% | $147,586-74.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.85% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.7pp |
| Employer contribution / active EE | $11,127 | $6,183+80.0% | $5,432+104.8% | $4,876+128.2% |
| Participant deferral / active EE | $1,324 | $5,629-76.5% | $4,939-73.2% | $5,439-75.7% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,881-98.0% | $10,886-97.5% |