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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 | $20,565 | $160,040-87.1% | $147,096-86.0% | $145,877-85.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.17% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,197 | $8,429-85.8% | $8,071-85.2% | $6,691-82.1% |
| Admin fee / account holder | $74 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |