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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 | $195,460 | $124,425+57.1% | $112,040+74.5% | $137,256+42.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 13.97% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $13,005 | $3,411+281.2% | $2,954+340.2% | $4,156+212.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |