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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 | $59,323 | $106,236-44.2% | $96,496-38.5% | $139,427-57.5% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 12.34% | 38.43%-26.1pp | 35.70%-23.4pp | 373.27%-360.9pp |
| Employer contribution / active EE | $5,488 | $4,104+33.7% | $3,738+46.8% | $4,752+15.5% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $217 | $7,879-97.2% | $6,731-96.8% | $11,404-98.1% |