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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 | $23,917 | $226,105-89.4% | $182,540-86.9% | $152,897-84.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 23.21% | 192.58%-169.4pp | 148.58%-125.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,773 | $4,978-44.3% | $4,076-32.0% | $4,764-41.8% |
| Participant deferral / active EE | $522 | $6,370-91.8% | $5,525-90.6% | $5,851-91.1% |
| Admin fee / account holder | $264 | $10,706-97.5% | $8,593-96.9% | $11,599-97.7% |