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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 | $81,783 | $77,416+5.6% | $69,464+17.7% | $152,897-46.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 19.35% | 39.08%-19.7pp | 28.98%-9.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $3,890 | $3,315+17.4% | $2,779+40.0% | $4,764-18.3% |
| Participant deferral / active EE | $484 | $4,413-89.0% | $3,536-86.3% | $5,851-91.7% |
| Admin fee / account holder | $68 | $6,208-98.9% | $3,840-98.2% | $11,599-99.4% |