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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 | $140,637 | $115,796+21.5% | $101,264+38.9% | $158,950-11.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.34% | 56.15%-24.8pp | 46.48%-15.1pp | 302.91%-271.6pp |
| Employer contribution / active EE | $3,100 | $4,175-25.7% | $3,660-15.3% | $4,762-34.9% |
| Participant deferral / active EE | $1,300 | $4,958-73.8% | $4,370-70.3% | $5,983-78.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |