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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 | $166,097 | $112,933+47.1% | $90,970+82.6% | $158,982+4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.26% | 215.82%-204.6pp | 134.60%-123.3pp | 302.99%-291.7pp |
| Employer contribution / active EE | $10,925 | $2,893+277.6% | $2,122+414.9% | $4,763+129.4% |
| Participant deferral / active EE | $513 | $4,128-87.6% | $3,373-84.8% | $5,983-91.4% |
| Admin fee / account holder | $99 | $8,047-98.8% | $5,961-98.3% | $11,252-99.1% |