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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 | $31,320 | $148,623-78.9% | $135,974-77.0% | $139,466-77.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.24% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $3,291 | $5,246-37.3% | $4,859-32.3% | $4,754-30.8% |
| Participant deferral / active EE | $1,456 | $8,103-82.0% | $7,760-81.2% | $6,712-78.3% |
| Admin fee / account holder | $191 | $12,406-98.5% | $10,767-98.2% | $11,409-98.3% |