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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 | $244,415 | $155,555+57.1% | $146,866+66.4% | $155,188+57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.36% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,181 | $4,647-74.6% | $4,425-73.3% | $4,248-72.2% |
| Participant deferral / active EE | $217 | $8,044-97.3% | $7,759-97.2% | $6,531-96.7% |
| Admin fee / account holder | $33 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |