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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 | $220,359 | $209,422+5.2% | $178,503+23.4% | $158,982+38.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 19.47% | 188.81%-169.3pp | 151.12%-131.6pp | 302.99%-283.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,172 | $5,955-80.3% | $5,202-77.5% | $5,983-80.4% |
| Admin fee / account holder | $175 | $17,079-99.0% | $13,987-98.7% | $11,252-98.4% |