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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 | $89,776 | $209,422-57.1% | $178,503-49.7% | $158,982-43.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.25% | 188.81%-161.6pp | 151.12%-123.9pp | 302.99%-275.7pp |
| Employer contribution / active EE | $11,638 | $5,707+103.9% | $5,011+132.3% | $4,763+144.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $195 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |