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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 | $70,249 | $153,311-54.2% | $109,313-35.7% | $273,972-74.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.55% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $16,667 | $5,619+196.6% | $3,892+328.2% | $4,869+242.3% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |