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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 | $73,689 | $102,609-28.2% | $98,090-24.9% | $138,895-46.9% |
| Participation rate | 92.9% | 82.8%+10.1pp | 81.5%+11.3pp | 79.9%+12.9pp |
| Annual return | 37.52% | 36.44%+1.1pp | 37.05%+0.5pp | 145.39%-107.9pp |
| Employer contribution / active EE | $137 | $3,867-96.5% | $3,606-96.2% | $4,194-96.7% |
| Participant deferral / active EE | $243 | $8,167-97.0% | $7,845-96.9% | $6,396-96.2% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |