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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 | $74,246 | $172,111-56.9% | $150,298-50.6% | $137,256-45.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.40% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,370 | $4,636-48.9% | $4,154-43.0% | $4,156-43.0% |
| Participant deferral / active EE | $1,138 | $6,166-81.5% | $5,453-79.1% | $6,407-82.2% |
| Admin fee / account holder | $179 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |