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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 | $50,807 | $107,353-52.7% | $92,903-45.3% | $152,885-66.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 16.05% | 145.62%-129.6pp | 109.43%-93.4pp | 345.39%-329.3pp |
| Employer contribution / active EE | $8,000 | $4,222+89.5% | $3,653+119.0% | $4,763+68.0% |
| Participant deferral / active EE | $200 | $4,848-95.9% | $4,238-95.3% | $5,851-96.6% |
| Admin fee / account holder | $180 | $7,081-97.5% | $5,795-96.9% | $11,598-98.4% |