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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 | $70,183 | $129,737-45.9% | $119,126-41.1% | $154,746-54.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.71% | 379.08%-367.4pp | 282.11%-270.4pp | 172.34%-160.6pp |
| Employer contribution / active EE | $10,815 | $4,375+147.2% | $4,034+168.1% | $4,379+147.0% |
| Participant deferral / active EE | $1,576 | $5,842-73.0% | $5,318-70.4% | $6,730-76.6% |
| Admin fee / account holder | $152 | $11,961-98.7% | $10,693-98.6% | $14,365-98.9% |