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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 | $69,811 | $175,212-60.2% | $149,682-53.4% | $139,427-49.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.56% | 166.63%-141.1pp | 134.35%-108.8pp | 373.27%-347.7pp |
| Employer contribution / active EE | $11,238 | $5,475+105.3% | $4,818+133.2% | $4,752+136.5% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $139 | $16,150-99.1% | $13,210-99.0% | $11,404-98.8% |