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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 | $154,669 | $102,938+50.3% | $94,105+64.4% | $138,895+11.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 20.39% | 250.28%-229.9pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,841 | $2,732-32.6% | $2,504-26.5% | $4,194-56.1% |
| Participant deferral / active EE | $525 | $4,196-87.5% | $3,881-86.5% | $6,396-91.8% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |