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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 | $214,407 | $165,939+29.2% | $122,354+75.2% | $147,586+45.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.47% | 34.56%-22.1pp | 30.28%-17.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $10,838 | $5,754+88.3% | $4,051+167.5% | $4,876+122.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |