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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 | $60,036 | $183,592-67.3% | $155,574-61.4% | $145,877-58.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.56% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,728 | $5,317-29.9% | $4,676-20.3% | $4,663-20.0% |
| Participant deferral / active EE | $520 | $6,466-92.0% | $5,629-90.8% | $6,691-92.2% |
| Admin fee / account holder | $194 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |