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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 | $132,477 | $167,533-20.9% | $151,645-12.6% | $134,545-1.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.81% | 7.81%-22.6pp | 3.34%-18.1pp | 418.37%-433.2pp |
| Employer contribution / active EE | $11,975 | $6,828+75.4% | $6,165+94.2% | $4,742+152.6% |
| Participant deferral / active EE | $595 | $8,985-93.4% | $8,363-92.9% | $6,401-90.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |