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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 | $159,905 | $85,060+88.0% | $70,548+126.7% | $139,456+14.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.15% | 30.38%-16.2pp | 32.78%-18.6pp | 373.45%-359.3pp |
| Employer contribution / active EE | $12,500 | $3,911+219.6% | $2,975+320.2% | $4,753+163.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $153 | $8,925-98.3% | $6,424-97.6% | $11,407-98.7% |