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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 | $95,295 | $110,137-13.5% | $161,149-40.9% | $82,637+15.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.56% | 20.69%-7.1pp | 21.16%-7.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $7,285 | $2,856+155.1% | $4,360+67.1% | $2,552+185.5% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36 | $9,467-99.6% | $15,194-99.8% | $7,339-99.5% |