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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 | $112,149 | $124,213-9.7% | $118,106-5.0% | $154,746-27.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 17.78% | 18.29%-0.5pp | 19.44%-1.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $11,538 | $4,905+135.2% | $4,698+145.6% | $4,379+163.5% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |