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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 | $41,696 | $172,111-75.8% | $150,298-72.3% | $137,256-69.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.33% | 69.37%-54.0pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,186 | $4,636-74.4% | $4,154-71.5% | $4,156-71.5% |
| Participant deferral / active EE | $1,482 | $6,166-76.0% | $5,453-72.8% | $6,407-76.9% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |