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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 | $29,660 | $166,268-82.2% | $165,100-82.0% | $145,897-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.96% | 100.52%-84.6pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $8,639 | $5,284+63.5% | $4,348+98.7% | $4,663+85.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |