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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 | $132,610 | $124,175+6.8% | $108,405+22.3% | $167,536-20.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.07% | 1380.13%-1365.1pp | 905.55%-890.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $8,183 | $4,188+95.4% | $3,559+129.9% | $4,839+69.1% |
| Participant deferral / active EE | $1,130 | $6,908-83.6% | $6,563-82.8% | $6,342-82.2% |
| Admin fee / account holder | $131 | $9,457-98.6% | $7,297-98.2% | $12,315-98.9% |