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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 | $71,367 | $161,352-55.8% | $134,172-46.8% | $137,256-48.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 12.99% | 28.72%-15.7pp | 25.30%-12.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,192 | $4,099-46.5% | $3,420-35.9% | $4,156-47.3% |
| Participant deferral / active EE | $785 | $5,552-85.9% | $4,690-83.3% | $6,407-87.8% |
| Admin fee / account holder | $77 | $15,028-99.5% | $12,016-99.4% | $12,270-99.4% |