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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 | $182,119 | $166,131+9.6% | $164,975+10.4% | $145,877+24.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.07% | 100.37%-88.3pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,460 | $5,276-72.3% | $4,343-66.4% | $4,663-68.7% |
| Participant deferral / active EE | $1,248 | $6,962-82.1% | $6,033-79.3% | $6,691-81.3% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |