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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 | $111,357 | $209,425-46.8% | $178,499-37.6% | $158,966-29.9% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 16.88% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.1pp |
| Employer contribution / active EE | $8,130 | $5,707+42.4% | $5,011+62.2% | $4,762+70.7% |
| Participant deferral / active EE | $121 | $5,955-98.0% | $5,202-97.7% | $5,983-98.0% |
| Admin fee / account holder | $9 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |