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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 | $61,060 | $165,399-63.1% | $149,745-59.2% | $158,982-61.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.76% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,998 | $5,105-60.9% | $4,646-57.0% | $4,763-58.1% |
| Participant deferral / active EE | $2,046 | $7,183-71.5% | $6,843-70.1% | $5,983-65.8% |
| Admin fee / account holder | $57 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |