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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 | $24,934 | $148,623-83.2% | $135,974-81.7% | $139,466-82.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.06% | 79.30%-49.2pp | 68.30%-38.2pp | 373.66%-343.6pp |
| Employer contribution / active EE | $2,169 | $5,246-58.7% | $4,859-55.4% | $4,754-54.4% |
| Participant deferral / active EE | $1,899 | $8,103-76.6% | $7,760-75.5% | $6,712-71.7% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |