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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 | $73,252 | $165,399-55.7% | $149,745-51.1% | $158,982-53.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.18% | 348.34%-333.2pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $948 | $5,105-81.4% | $4,646-79.6% | $4,763-80.1% |
| Participant deferral / active EE | $2,106 | $7,183-70.7% | $6,843-69.2% | $5,983-64.8% |
| Admin fee / account holder | $197 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |