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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 | $122,927 | $108,942+12.8% | $100,415+22.4% | $145,897-15.7% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 17.98% | 58.27%-40.3pp | 49.47%-31.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,655 | $4,422-40.0% | $3,943-32.7% | $4,663-43.1% |
| Participant deferral / active EE | $997 | $8,461-88.2% | $8,091-87.7% | $6,689-85.1% |
| Admin fee / account holder | $235 | $9,702-97.6% | $7,906-97.0% | $13,390-98.2% |