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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 | $231,710 | $157,304+47.3% | $141,197+64.1% | $152,909+51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $23,372 | $5,263+344.1% | $4,736+393.5% | $4,764+390.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |