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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 | $41,426 | $209,336-80.2% | $197,124-79.0% | $137,256-69.8% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,271 | $6,591-65.5% | $6,227-63.5% | $4,156-45.4% |
| Participant deferral / active EE | $2,383 | $9,614-75.2% | $9,135-73.9% | $6,407-62.8% |
| Admin fee / account holder | $126 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |