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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 | $91,406 | $176,786-48.3% | $146,643-37.7% | $167,536-45.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.37% | 24.04%-11.7pp | 22.75%-10.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,821 | $5,161-64.7% | $4,137-56.0% | $4,839-62.4% |
| Participant deferral / active EE | $1,200 | $6,440-81.4% | $5,506-78.2% | $6,342-81.1% |
| Admin fee / account holder | $247 | $13,262-98.1% | $10,280-97.6% | $12,315-98.0% |