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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 | $67,765 | $166,020-59.2% | $164,866-58.9% | $145,959-53.6% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 13.32% | 100.08%-86.8pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,425 | $5,275-73.0% | $4,343-67.2% | $4,661-69.4% |
| Participant deferral / active EE | $1,432 | $6,961-79.4% | $6,033-76.3% | $6,689-78.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |