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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 | $47,308 | $192,829-75.5% | $142,516-66.8% | $139,487-66.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.16% | 18.07%-1.9pp | 20.03%-3.9pp | 373.84%-357.7pp |
| Employer contribution / active EE | $28,918 | $5,808+397.9% | $4,849+496.4% | $4,755+508.2% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $297 | $15,120-98.0% | $10,008-97.0% | $11,407-97.4% |