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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 | $114,201 | $169,356-32.6% | $129,406-11.7% | $145,897-21.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 14.18% | 14418.62%-14404.4pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,432 | $5,542-38.1% | $4,155-17.4% | $4,663-26.4% |
| Participant deferral / active EE | $195 | $4,987-96.1% | $4,167-95.3% | $6,689-97.1% |
| Admin fee / account holder | $71 | $9,915-99.3% | $7,689-99.1% | $13,390-99.5% |