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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 | $84,340 | $176,786-52.3% | $146,643-42.5% | $167,536-49.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.57% | 24.04%-13.5pp | 22.75%-12.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $4,424 | $5,161-14.3% | $4,137+6.9% | $4,839-8.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $147 | $13,262-98.9% | $10,280-98.6% | $12,315-98.8% |