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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 | $49,348 | $174,379-71.7% | $152,093-67.6% | $138,895-64.5% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 11.90% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,541 | $4,652-45.4% | $4,175-39.1% | $4,194-39.4% |
| Participant deferral / active EE | $1,238 | $6,159-79.9% | $5,451-77.3% | $6,396-80.7% |
| Admin fee / account holder | $283 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |