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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 | $63,416 | $148,629-57.3% | $135,982-53.4% | $139,487-54.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 79.33%-58.5pp | 68.32%-47.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $6,000 | $5,247+14.4% | $4,859+23.5% | $4,755+26.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |