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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 | $13,511 | $172,111-92.1% | $150,298-91.0% | $137,256-90.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.58% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,623 | $4,636-0.3% | $4,154+11.3% | $4,156+11.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |