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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 | $22,785 | $165,361-86.2% | $149,715-84.8% | $158,950-85.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.43% | 348.24%-324.8pp | 276.66%-253.2pp | 302.91%-279.5pp |
| Employer contribution / active EE | $1,463 | $5,103-71.3% | $4,645-68.5% | $4,762-69.3% |
| Participant deferral / active EE | $2,266 | $7,182-68.5% | $6,842-66.9% | $5,983-62.1% |
| Admin fee / account holder | $110 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |