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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 | $24,102 | $107,666-77.6% | $102,184-76.4% | $154,746-84.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 56.52% | 29.33%+27.2pp | 31.58%+24.9pp | 172.34%-115.8pp |
| Employer contribution / active EE | $2,011 | $3,846-47.7% | $3,594-44.1% | $4,379-54.1% |
| Participant deferral / active EE | $2,516 | $8,719-71.1% | $8,309-69.7% | $6,730-62.6% |
| Admin fee / account holder | $29 | $12,943-99.8% | $11,609-99.7% | $14,365-99.8% |