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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 | $141,838 | $102,609+38.2% | $98,090+44.6% | $138,895+2.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 2950.38% | 36.44%+2913.9pp | 37.05%+2913.3pp | 145.39%+2805.0pp |
| Employer contribution / active EE | $887 | $3,867-77.1% | $3,606-75.4% | $4,194-78.9% |
| Participant deferral / active EE | $1,000 | $8,167-87.8% | $7,845-87.3% | $6,396-84.4% |
| Admin fee / account holder | $203 | $11,434-98.2% | $11,815-98.3% | $12,562-98.4% |