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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 | $20,317 | $99,345-79.5% | $84,753-76.0% | $273,972-92.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.97% | 22.93%-13.0pp | 22.78%-12.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $8,125 | $4,214+92.8% | $3,574+127.3% | $4,869+66.9% |
| Participant deferral / active EE | $934 | $4,270-78.1% | $3,712-74.8% | $5,287-82.3% |
| Admin fee / account holder | $37 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |