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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 | $90,071 | $156,398-42.4% | $147,318-38.9% | $138,895-35.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.59% | 78.75%-56.2pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $930 | $4,853-80.8% | $4,593-79.7% | $4,194-77.8% |
| Participant deferral / active EE | $1,222 | $8,237-85.2% | $7,906-84.5% | $6,396-80.9% |
| Admin fee / account holder | $14 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |