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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 | $101,602 | $85,766+18.5% | $136,297-25.5% | $70,131+44.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.38% | 31.45%-11.1pp | 5156.16%-5135.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $9,232 | $2,966+211.2% | $4,696+96.6% | $2,342+294.1% |
| Participant deferral / active EE | $1,327 | $5,051-73.7% | $6,247-78.8% | $3,332-60.2% |
| Admin fee / account holder | $143 | $5,420-97.4% | $9,244-98.5% | $4,645-96.9% |