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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 | $35,868 | $141,004-74.6% | $112,273-68.1% | $139,466-74.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.59% | 32.75%-13.2pp | 30.23%-10.6pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,014 | $4,285-76.3% | $3,431-70.5% | $4,754-78.7% |
| Participant deferral / active EE | $1,202 | $5,878-79.5% | $4,800-75.0% | $6,712-82.1% |
| Admin fee / account holder | $101 | $9,959-99.0% | $7,752-98.7% | $11,409-99.1% |