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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 | $26,417 | $127,387-79.3% | $115,038-77.0% | $125,389-78.9% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $18,521 | $5,166+258.5% | $4,608+301.9% | $4,866+280.6% |
| Participant deferral / active EE | $651 | $6,423-89.9% | $6,026-89.2% | $5,352-87.8% |
| Admin fee / account holder | $93 | $9,516-99.0% | $8,175-98.9% | $9,541-99.0% |