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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 | $63,156 | $201,370-68.6% | $184,256-65.7% | $145,897-56.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.23% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,837 | $7,024-73.9% | $6,427-71.4% | $4,663-60.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |