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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 | $93,558 | $81,696+14.5% | $70,494+32.7% | $158,982-41.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 18.72% | 208.70%-190.0pp | 109.16%-90.4pp | 302.99%-284.3pp |
| Employer contribution / active EE | $631 | $3,220-80.4% | $2,738-77.0% | $4,763-86.8% |
| Participant deferral / active EE | $751 | $4,558-83.5% | $3,711-79.8% | $5,983-87.5% |
| Admin fee / account holder | $36 | $6,200-99.4% | $3,848-99.1% | $11,252-99.7% |