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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 | $113,932 | $138,072-17.5% | $123,549-7.8% | $135,382-15.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 11.26% | 153.69%-142.4pp | 119.20%-107.9pp | 519.77%-508.5pp |
| Employer contribution / active EE | $10,728 | $5,152+108.2% | $4,628+131.8% | $4,779+124.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $221 | $10,917-98.0% | $9,284-97.6% | $10,829-98.0% |