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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 | $75,025 | $108,911-31.1% | $100,392-25.3% | $145,884-48.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 58.23%-46.3pp | 49.45%-37.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $16,057 | $4,420+263.3% | $3,941+307.4% | $4,662+244.4% |
| Participant deferral / active EE | $1,179 | $8,459-86.1% | $8,090-85.4% | $6,690-82.4% |
| Admin fee / account holder | $20 | $9,698-99.8% | $7,904-99.7% | $13,392-99.9% |