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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 | $21,408 | $100,970-78.8% | $96,576-77.8% | $137,256-84.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.31% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $985 | $3,809-74.2% | $3,553-72.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,053 | $8,286-87.3% | $7,956-86.8% | $6,407-83.6% |
| Admin fee / account holder | $126 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |