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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 | $236,361 | $106,008+123.0% | $92,240+156.2% | $147,586+60.2% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 11.27% | 50.05%-38.8pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $5,462 | $4,333+26.0% | $3,680+48.4% | $4,876+12.0% |
| Participant deferral / active EE | $758 | $4,478-83.1% | $3,897-80.6% | $5,439-86.1% |
| Admin fee / account holder | $285 | $6,333-95.5% | $5,194-94.5% | $10,886-97.4% |