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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 | $113,630 | $160,040-29.0% | $147,096-22.8% | $145,877-22.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.45% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,865 | $5,289-64.7% | $4,936-62.2% | $4,663-60.0% |
| Participant deferral / active EE | $2,504 | $8,429-70.3% | $8,071-69.0% | $6,691-62.6% |
| Admin fee / account holder | $208 | $15,050-98.6% | $13,005-98.4% | $13,402-98.4% |