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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 | $195,624 | $127,387+53.6% | $115,038+70.1% | $125,389+56.0% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -3.42% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,273 | $5,166-75.4% | $4,608-72.4% | $4,866-73.8% |
| Participant deferral / active EE | $1,561 | $6,423-75.7% | $6,026-74.1% | $5,352-70.8% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |