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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 | $18,018 | $110,278-83.7% | $95,740-81.2% | $139,466-87.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.87% | 27.19%-18.3pp | 28.41%-19.5pp | 373.66%-364.8pp |
| Employer contribution / active EE | $9,314 | $3,260+185.7% | $2,836+228.4% | $4,754+95.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |