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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 | $164,549 | $175,231-6.1% | $149,696+9.9% | $139,466+18.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.91% | 166.77%-150.9pp | 134.46%-118.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $9,083 | $5,478+65.8% | $4,821+88.4% | $4,754+91.1% |
| Participant deferral / active EE | $1,126 | $6,521-82.7% | $5,682-80.2% | $6,712-83.2% |
| Admin fee / account holder | $146 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |