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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 | $132,067 | $95,580+38.2% | $76,872+71.8% | $139,466-5.3% |
| Participation rate | 83.3% | 74.0%+9.4pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 27.56% | 55.00%-27.4pp | 37.90%-10.3pp | 373.66%-346.1pp |
| Employer contribution / active EE | $23,235 | $3,145+638.8% | $2,533+817.1% | $4,754+388.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |