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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 | $172,487 | $185,856-7.2% | $170,028+1.4% | $139,456+23.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.46% | 60.52%-43.1pp | 53.39%-35.9pp | 373.45%-356.0pp |
| Employer contribution / active EE | $7,125 | $7,593-6.2% | $6,788+5.0% | $4,753+49.9% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $226 | $15,387-98.5% | $12,820-98.2% | $11,407-98.0% |