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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 | $16,517 | $183,592-91.0% | $155,574-89.4% | $145,877-88.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,629 | $5,317-50.6% | $4,676-43.8% | $4,663-43.6% |
| Participant deferral / active EE | $577 | $6,466-91.1% | $5,629-89.8% | $6,691-91.4% |
| Admin fee / account holder | $199 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |