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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 | $139,890 | $132,310+5.7% | $105,754+32.3% | $273,972-48.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 253.18% | 10.08%+243.1pp | 12.25%+240.9pp | 41.46%+211.7pp |
| Employer contribution / active EE | $1,650 | $4,867-66.1% | $4,079-59.5% | $4,869-66.1% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |