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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 | $81,327 | $162,821-50.1% | $133,978-39.3% | $158,982-48.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.52% | 41.95%-30.4pp | 45.10%-33.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $9,302 | $4,976+86.9% | $3,919+137.4% | $4,763+95.3% |
| Participant deferral / active EE | $797 | $5,910-86.5% | $5,047-84.2% | $5,983-86.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |