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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 | $31,097 | $178,174-82.5% | $156,181-80.1% | $137,256-77.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 18.24% | 84.19%-66.0pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,502 | $4,972-9.5% | $4,294+4.8% | $4,156+8.3% |
| Participant deferral / active EE | $1,034 | $6,888-85.0% | $6,132-83.1% | $6,407-83.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |