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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 | $216,865 | $198,461+9.3% | $170,436+27.2% | $147,585+46.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.18% | 257.30%-238.1pp | 205.94%-186.8pp | 578.57%-559.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,660 | $5,629-70.5% | $4,939-66.4% | $5,439-69.5% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,880-99.6% | $10,885-99.4% |