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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 | $237,040 | $217,427+9.0% | $185,837+27.6% | $167,518+41.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.08% | 148.39%-134.3pp | 122.08%-108.0pp | 478.71%-464.6pp |
| Employer contribution / active EE | $7,768 | $5,874+32.2% | $5,168+50.3% | $4,838+60.6% |
| Participant deferral / active EE | $780 | $6,357-87.7% | $5,568-86.0% | $6,342-87.7% |
| Admin fee / account holder | $230 | $19,816-98.8% | $16,241-98.6% | $12,312-98.1% |