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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 | $244,838 | $107,368+128.0% | $92,915+163.5% | $152,909+60.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 16.34% | 145.64%-129.3pp | 109.45%-93.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $7,806 | $4,222+84.9% | $3,653+113.7% | $4,764+63.9% |
| Participant deferral / active EE | $1,062 | $4,848-78.1% | $4,238-74.9% | $5,851-81.8% |
| Admin fee / account holder | $99 | $7,082-98.6% | $5,796-98.3% | $11,601-99.1% |