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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 | $201,460 | $114,013+76.7% | $103,693+94.3% | $155,188+29.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.68% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,537 | $3,131-50.9% | $2,920-47.4% | $4,248-63.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $58 | $8,407-99.3% | $7,858-99.3% | $14,480-99.6% |