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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 | $29,606 | $165,399-82.1% | $149,745-80.2% | $158,982-81.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.61% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,740 | $5,105-65.9% | $4,646-62.6% | $4,763-63.5% |
| Participant deferral / active EE | $933 | $7,183-87.0% | $6,843-86.4% | $5,983-84.4% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |