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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 | $91,646 | $101,778-10.0% | $164,975-44.4% | $80,925+13.2% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 18.83% | 16.73%+2.1pp | 70.12%-51.3pp | 35.65%-16.8pp |
| Employer contribution / active EE | $8,011 | $2,954+171.2% | $4,343+84.5% | $2,756+190.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $30 | $8,221-99.6% | $12,688-99.8% | $6,940-99.6% |