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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 | $244,415 | $156,398+56.3% | $147,318+65.9% | $138,895+76.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.36% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,181 | $4,853-75.7% | $4,593-74.3% | $4,194-71.9% |
| Participant deferral / active EE | $217 | $8,237-97.4% | $7,906-97.3% | $6,396-96.6% |
| Admin fee / account holder | $33 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |