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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 | $49,109 | $209,425-76.6% | $178,499-72.5% | $158,966-69.1% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 12.69% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $2,517 | $5,707-55.9% | $5,011-49.8% | $4,762-47.2% |
| Participant deferral / active EE | $1,170 | $5,955-80.3% | $5,202-77.5% | $5,983-80.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |