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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 | $126,545 | $211,288-40.1% | $178,540-29.1% | $145,884-13.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.04% | 30.27%-19.2pp | 27.15%-16.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $13,062 | $4,574+185.6% | $3,953+230.4% | $4,662+180.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $97 | $12,105-99.2% | $10,424-99.1% | $13,392-99.3% |