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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 | $237,566 | $92,766+156.1% | $82,763+187.0% | $134,545+76.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 5.00% | 946.97%-942.0pp | 702.45%-697.4pp | 418.37%-413.4pp |
| Employer contribution / active EE | $6,687 | $3,273+104.3% | $3,008+122.3% | $4,742+41.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |