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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 | $39,532 | $148,558-73.4% | $135,925-70.9% | $139,427-71.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.76% | 79.22%-63.5pp | 68.25%-52.5pp | 373.27%-357.5pp |
| Employer contribution / active EE | $11,054 | $5,244+110.8% | $4,857+127.6% | $4,752+132.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $201 | $12,401-98.4% | $10,764-98.1% | $11,404-98.2% |