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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 | $17,255 | $183,516-90.6% | $155,534-88.9% | $145,884-88.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 9.86% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,145 | $5,315-40.8% | $4,675-32.7% | $4,662-32.5% |
| Participant deferral / active EE | $504 | $6,467-92.2% | $5,630-91.0% | $6,690-92.5% |
| Admin fee / account holder | $235 | $19,293-98.8% | $15,900-98.5% | $13,392-98.2% |