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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 | $154,669 | $126,113+22.6% | $116,096+33.2% | $155,188-0.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.39% | 391.72%-371.3pp | 326.25%-305.9pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,841 | $2,672-31.1% | $2,503-26.5% | $4,248-56.7% |
| Participant deferral / active EE | $525 | $4,162-87.4% | $3,952-86.7% | $6,531-92.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |