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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 | $63,159 | $106,749-40.8% | $145,433-56.6% | $82,448-23.4% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 42.97% | 27.59%+15.4pp | 66.58%-23.6pp | 41.64%+1.3pp |
| Employer contribution / active EE | $1,118 | $3,444-67.5% | $4,554-75.4% | $2,551-56.2% |
| Participant deferral / active EE | $2,194 | $6,519-66.3% | $7,897-72.2% | $4,139-47.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |