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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 | $108,845 | $115,780-6.0% | $101,255+7.5% | $158,931-31.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 17.31% | 56.14%-38.8pp | 46.48%-29.2pp | 302.86%-285.5pp |
| Employer contribution / active EE | $3,466 | $4,175-17.0% | $3,660-5.3% | $4,761-27.2% |
| Participant deferral / active EE | $500 | $4,958-89.9% | $4,370-88.6% | $5,982-91.6% |
| Admin fee / account holder | $14 | $7,246-99.8% | $5,946-99.8% | $11,247-99.9% |