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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 | $220,394 | $183,592+20.0% | $155,574+41.7% | $145,877+51.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,354 | $5,317-55.7% | $4,676-49.7% | $4,663-49.5% |
| Participant deferral / active EE | -$32 | $6,466-100.5% | $5,629-100.6% | $6,691-100.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |