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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 | $111,031 | $104,251+6.5% | $91,004+22.0% | $147,585-24.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 8.75% | 27.06%-18.3pp | 4.60%+4.2pp | 578.58%-569.8pp |
| Employer contribution / active EE | $5,758 | $3,116+84.8% | $2,456+134.5% | $4,876+18.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |