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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 | $124,675 | $93,346+33.6% | $71,796+73.7% | $273,972-54.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.15% | 130.39%-121.2pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,516 | $2,733-8.0% | $1,924+30.7% | $4,869-48.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82 | $6,571-98.7% | $4,815-98.3% | $10,133-99.2% |