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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 | $60,958 | $172,111-64.6% | $150,298-59.4% | $137,256-55.6% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 12.95% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,548 | $4,636-66.6% | $4,154-62.7% | $4,156-62.8% |
| Participant deferral / active EE | $878 | $6,166-85.8% | $5,453-83.9% | $6,407-86.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |