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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 | $14,770 | $190,862-92.3% | $159,991-90.8% | $134,509-89.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | 0.90% | 552.59%-551.7pp | 408.82%-407.9pp | 418.13%-417.2pp |
| Employer contribution / active EE | $1,235 | $4,995-75.3% | $4,225-70.8% | $4,741-73.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |