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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 | $166,376 | $92,798+79.3% | $96,707+72.0% | $137,256+21.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 19.59% | 31.24%-11.7pp | 34.78%-15.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $11,883 | $4,147+186.5% | $4,191+183.5% | $4,156+185.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $276 | $7,946-96.5% | $7,503-96.3% | $12,270-97.8% |