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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 | $28,447 | $115,810-75.4% | $101,271-71.9% | $158,966-82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.27% | 56.15%-28.9pp | 46.48%-19.2pp | 302.95%-275.7pp |
| Employer contribution / active EE | $6,408 | $4,175+53.5% | $3,660+75.1% | $4,762+34.5% |
| Participant deferral / active EE | $970 | $4,958-80.4% | $4,371-77.8% | $5,983-83.8% |
| Admin fee / account holder | $109 | $7,248-98.5% | $5,948-98.2% | $11,250-99.0% |