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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 | $75,954 | $254,759-70.2% | $216,567-64.9% | $198,609-61.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 81.6%+4.1pp | 82.4%+3.3pp |
| Annual return | 17.39% | 10.04%+7.3pp | 12.94%+4.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $6,857 | $6,096+12.5% | $5,216+31.5% | $5,055+35.6% |
| Participant deferral / active EE | $1,300 | $6,948-81.3% | $6,191-79.0% | $6,977-81.4% |
| Admin fee / account holder | $73 | $26,311-99.7% | $21,981-99.7% | $19,030-99.6% |