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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 | $102,175 | $185,905-45.0% | $170,057-39.9% | $139,487-26.7% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 16.67% | 60.56%-43.9pp | 53.42%-36.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $3,967 | $7,597-47.8% | $6,790-41.6% | $4,755-16.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |