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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 | $167,068 | $176,105-5.1% | $159,474+4.8% | $167,536-0.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.19% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $11,032 | $5,299+108.2% | $4,831+128.4% | $4,839+128.0% |
| Participant deferral / active EE | $1,227 | $7,751-84.2% | $7,353-83.3% | $6,342-80.7% |
| Admin fee / account holder | $217 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |