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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 | $165,014 | $165,912-0.5% | $122,342+34.9% | $147,585+11.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.58% | 34.55%-23.0pp | 30.28%-18.7pp | 578.57%-567.0pp |
| Employer contribution / active EE | $15,625 | $5,754+171.5% | $4,051+285.7% | $4,876+220.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |