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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 | $160,148 | $136,307+17.5% | $106,619+50.2% | $273,972-41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.34% | 11.05%-6.7pp | 9.42%-5.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $16,120 | $5,190+210.6% | $3,947+308.4% | $4,869+231.1% |
| Participant deferral / active EE | $204 | $4,969-95.9% | $3,930-94.8% | $5,287-96.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |