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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 | $31,277 | $181,062-82.7% | $158,223-80.2% | $155,188-79.8% |
| Participation rate | 93.3% | 82.7%+10.7pp | 79.2%+14.1pp | 80.8%+12.5pp |
| Annual return | 14.67% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,239 | $4,565-29.1% | $4,109-21.2% | $4,248-23.8% |
| Participant deferral / active EE | $1,039 | $6,134-83.1% | $5,467-81.0% | $6,531-84.1% |
| Admin fee / account holder | $127 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |