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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 | $240,032 | $202,440+18.6% | $169,390+41.7% | $139,466+72.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 532.36%-516.6pp | 406.07%-390.4pp | 373.66%-357.9pp |
| Employer contribution / active EE | $5,800 | $4,693+23.6% | $4,013+44.5% | $4,754+22.0% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |