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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 | $57,359 | $183,627-68.8% | $155,602-63.1% | $145,978-60.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.25% | 61.32%-29.1pp | 64.81%-32.6pp | 550.52%-518.3pp |
| Employer contribution / active EE | $7,484 | $5,316+40.8% | $4,675+60.1% | $4,662+60.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |