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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 | $185,526 | $165,399+12.2% | $149,745+23.9% | $158,982+16.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.44% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $8,003 | $5,105+56.8% | $4,646+72.3% | $4,763+68.0% |
| Participant deferral / active EE | $2,115 | $7,183-70.6% | $6,843-69.1% | $5,983-64.7% |
| Admin fee / account holder | $253 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |