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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 | $94,544 | $217,432-56.5% | $185,849-49.1% | $167,536-43.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.37% | 148.42%-132.1pp | 122.10%-105.7pp | 478.82%-462.5pp |
| Employer contribution / active EE | $6,450 | $5,875+9.8% | $5,169+24.8% | $4,839+33.3% |
| Participant deferral / active EE | $672 | $6,357-89.4% | $5,569-87.9% | $6,342-89.4% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |