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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 | $82,168 | $168,635-51.3% | $147,617-44.3% | $125,389-34.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.96% | 77.65%-72.7pp | 61.98%-57.0pp | 282.24%-277.3pp |
| Employer contribution / active EE | $17,276 | $6,252+176.3% | $5,564+210.5% | $4,866+255.0% |
| Participant deferral / active EE | $1,237 | $5,507-77.5% | $4,895-74.7% | $5,352-76.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |