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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 | $105,395 | $83,908+25.6% | $68,509+53.8% | $125,389-15.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.50% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,950 | $3,031-2.7% | $2,278+29.5% | $4,866-39.4% |
| Participant deferral / active EE | $375 | $4,125-90.9% | $3,382-88.9% | $5,352-93.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |