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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 | $62,551 | $101,063-38.1% | $81,473-23.2% | $147,586-57.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.37% | 32.41%-22.0pp | 38.78%-28.4pp | 578.59%-568.2pp |
| Employer contribution / active EE | $7,135 | $3,206+122.6% | $2,568+177.8% | $4,876+46.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5 | $5,812-99.9% | $4,561-99.9% | $10,886-100.0% |