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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 | $70,584 | $148,582-52.5% | $135,942-48.1% | $139,456-49.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.42% | 79.26%-62.8pp | 68.28%-51.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $7,500 | $5,245+43.0% | $4,858+54.4% | $4,753+57.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $103 | $12,402-99.2% | $10,764-99.0% | $11,407-99.1% |