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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 | $49,759 | $210,698-76.4% | $178,014-72.0% | $145,959-65.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.91% | 386.27%-374.4pp | 294.80%-282.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,300 | $4,567-27.7% | $3,950-16.5% | $4,661-29.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |