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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 | $54,495 | $201,372-72.9% | $184,260-70.4% | $145,884-62.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.48% | 29.04%-11.6pp | 28.84%-11.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $7,491 | $7,024+6.7% | $6,427+16.6% | $4,662+60.7% |
| Participant deferral / active EE | $2,994 | $9,808-69.5% | $9,133-67.2% | $6,690-55.2% |
| Admin fee / account holder | $245 | $16,362-98.5% | $13,898-98.2% | $13,392-98.2% |