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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 | $98,087 | $203,436-51.8% | $152,466-35.7% | $167,518-41.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 8.56% | 13.80%-5.2pp | 757.33%-748.8pp | 478.71%-470.2pp |
| Employer contribution / active EE | $4,891 | $5,220-6.3% | $4,327+13.1% | $4,838+1.1% |
| Participant deferral / active EE | $1,523 | $6,716-77.3% | $5,820-73.8% | $6,342-76.0% |
| Admin fee / account holder | $120 | $22,506-99.5% | $15,805-99.2% | $12,312-99.0% |