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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 | $206,973 | $165,399+25.1% | $149,745+38.2% | $158,982+30.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.92% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,524 | $5,105-70.1% | $4,646-67.2% | $4,763-68.0% |
| Participant deferral / active EE | $2,188 | $7,183-69.5% | $6,843-68.0% | $5,983-63.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |