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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 | $85,024+88.1% | $70,544+126.7% | $139,466+14.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.15% | 30.39%-16.2pp | 32.79%-18.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $12,500 | $3,912+219.5% | $2,976+320.1% | $4,754+162.9% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $153 | $8,928-98.3% | $6,427-97.6% | $11,409-98.7% |