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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 | $99,944 | $201,344-50.4% | $184,243-45.8% | $145,877-31.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 29.01%-7.7pp | 28.82%-7.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $24,072 | $7,022+242.8% | $6,427+274.6% | $4,663+416.2% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |