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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 | $96,263 | $137,414-29.9% | $189,545-49.2% | $85,851+12.1% |
| Participation rate | 96.8% | 84.6%+12.2pp | 87.8%+9.0pp | 69.3%+27.5pp |
| Annual return | 13.25% | 38.14%-24.9pp | 555.36%-542.1pp | 318.63%-305.4pp |
| Employer contribution / active EE | $6,050 | $4,344+39.3% | $6,162-1.8% | $2,565+135.8% |
| Participant deferral / active EE | $2,924 | $6,260-53.3% | $8,220-64.4% | $3,952-26.0% |
| Admin fee / account holder | $260 | $8,630-97.0% | $12,049-97.8% | $6,261-95.8% |