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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 | $98,753 | $176,838-44.2% | $146,685-32.7% | $167,518-41.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.13% | 24.04%-1.9pp | 22.75%-0.6pp | 478.71%-456.6pp |
| Employer contribution / active EE | $1,144 | $5,161-77.8% | $4,137-72.3% | $4,838-76.4% |
| Participant deferral / active EE | $1,144 | $6,441-82.2% | $5,507-79.2% | $6,342-82.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |