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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 | $85,306 | $99,345-14.1% | $84,753+0.7% | $273,972-68.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.41% | 22.93%-18.5pp | 22.78%-18.4pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,698 | $4,214-36.0% | $3,574-24.5% | $4,869-44.6% |
| Participant deferral / active EE | $361 | $4,270-91.5% | $3,712-90.3% | $5,287-93.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |