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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 | $98,391 | $160,040-38.5% | $147,096-33.1% | $145,877-32.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 14.00% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,120 | $5,289-59.9% | $4,936-57.1% | $4,663-54.5% |
| Participant deferral / active EE | $308 | $8,429-96.3% | $8,071-96.2% | $6,691-95.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |