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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 | $26,425 | $103,164-74.4% | $90,259-70.7% | $154,746-82.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 70.7%+4.3pp | 80.7%-5.7pp |
| Annual return | 14.29% | 19.25%-5.0pp | 18.88%-4.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,856 | $2,532-26.7% | $2,291-19.0% | $4,379-57.6% |
| Participant deferral / active EE | $834 | $4,422-81.1% | $3,827-78.2% | $6,730-87.6% |
| Admin fee / account holder | $150 | $8,593-98.3% | $7,267-97.9% | $14,365-99.0% |