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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 | $42,975 | $213,785-79.9% | $185,441-76.8% | $155,188-72.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.68% | 19.97%-2.3pp | 20.16%-2.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $7,800 | $5,393+44.6% | $4,672+66.9% | $4,248+83.6% |
| Participant deferral / active EE | $1,065 | $6,864-84.5% | $6,152-82.7% | $6,531-83.7% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |