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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 | $208,501 | $215,361-3.2% | $171,082+21.9% | $273,972-23.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.98% | 25.14%-10.2pp | 32.56%-17.6pp | 41.46%-26.5pp |
| Employer contribution / active EE | $846 | $4,967-83.0% | $4,002-78.9% | $4,869-82.6% |
| Participant deferral / active EE | $733 | $5,543-86.8% | $4,797-84.7% | $5,287-86.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |