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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 | $223,555 | $160,040+39.7% | $147,096+52.0% | $145,877+53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 98.49%-80.9pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $3,640 | $5,289-31.2% | $4,936-26.3% | $4,663-21.9% |
| Participant deferral / active EE | $546 | $8,429-93.5% | $8,071-93.2% | $6,691-91.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |