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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 | $174,988 | $94,529+85.1% | $140,019+25.0% | $64,173+172.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 10.39% | 7.77%+2.6pp | 651.17%-640.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $10,278 | $3,812+169.6% | $5,605+83.4% | $2,381+331.7% |
| Participant deferral / active EE | $13 | $5,250-99.7% | $6,927-99.8% | $3,470-99.6% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |