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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 | $97,289+45.8% | $92,805+52.8% | $155,188-8.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 2950.38% | 29.03%+2921.4pp | 31.59%+2918.8pp | 148.84%+2801.5pp |
| Employer contribution / active EE | $887 | $3,632-75.6% | $3,424-74.1% | $4,248-79.1% |
| Participant deferral / active EE | $1,000 | $8,795-88.6% | $8,448-88.2% | $6,531-84.7% |
| Admin fee / account holder | $203 | $12,015-98.3% | $10,911-98.1% | $14,480-98.6% |