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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 | $79,522 | $112,915-29.6% | $90,965-12.6% | $158,950-50.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.48% | 215.75%-199.3pp | 134.57%-118.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $5,714 | $2,894+97.5% | $2,122+169.3% | $4,762+20.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $119 | $8,044-98.5% | $5,960-98.0% | $11,248-98.9% |