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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 | $81,643+14.6% | $70,462+32.8% | $158,950-41.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 18.72% | 208.51%-189.8pp | 109.08%-90.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $631 | $3,218-80.4% | $2,737-77.0% | $4,762-86.8% |
| Participant deferral / active EE | $751 | $4,555-83.5% | $3,710-79.8% | $5,983-87.5% |
| Admin fee / account holder | $36 | $6,194-99.4% | $3,845-99.1% | $11,248-99.7% |