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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 | $93,394 | $184,014-49.2% | $161,149-42.0% | $138,895-32.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.88% | 21.52%-6.6pp | 21.16%-6.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,750 | $5,055-65.4% | $4,360-59.9% | $4,194-58.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |