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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 | $25,475 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,247 | $4,804-74.0% | $4,554-72.6% | $4,156-70.0% |
| Participant deferral / active EE | $2,254 | $8,216-72.6% | $7,897-71.5% | $6,407-64.8% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |