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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 | $41,844 | $154,228-72.9% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 12.93% | 74.59%-61.7pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $9,197 | $4,804+91.5% | $4,554+101.9% | $4,156+121.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |