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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 | $22,621 | $77,416-70.8% | $69,464-67.4% | $152,897-85.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.5%-0.6pp |
| Annual return | 23.52% | 39.08%-15.6pp | 28.98%-5.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,661 | $3,315-49.9% | $2,779-40.2% | $4,764-65.1% |
| Participant deferral / active EE | $118 | $4,413-97.3% | $3,536-96.7% | $5,851-98.0% |
| Admin fee / account holder | $59 | $6,208-99.0% | $3,840-98.5% | $11,599-99.5% |