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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 | $232,905 | $79,557+192.8% | $118,746+96.1% | $70,126+232.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 33.65% | 25.64%+8.0pp | 24.54%+9.1pp | 73.15%-39.5pp |
| Employer contribution / active EE | $15,435 | $2,861+439.5% | $4,193+268.1% | $2,343+558.9% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |