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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 | $67,434 | $127,387-47.1% | $115,038-41.4% | $125,389-46.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 10.32% | 31.28%-21.0pp | 26.14%-15.8pp | 282.24%-271.9pp |
| Employer contribution / active EE | $7,751 | $5,166+50.0% | $4,608+68.2% | $4,866+59.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $159 | $9,516-98.3% | $8,175-98.1% | $9,541-98.3% |