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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 | $127,814 | $111,535+14.6% | $105,223+21.5% | $137,256-6.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 18.77% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $8,785 | $3,939+123.0% | $3,689+138.2% | $4,156+111.4% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |