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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 | $62,527 | $172,111-63.7% | $150,298-58.4% | $137,256-54.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.46% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,131 | $4,636-10.9% | $4,154-0.6% | $4,156-0.6% |
| Participant deferral / active EE | $540 | $6,166-91.2% | $5,453-90.1% | $6,407-91.6% |
| Admin fee / account holder | $195 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |