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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 | $91,827 | $135,956-32.5% | $123,894-25.9% | $273,972-66.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.91% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $9,416 | $5,170+82.1% | $4,617+103.9% | $4,869+93.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $152 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |