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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 | $31,565 | $160,040-80.3% | $147,096-78.5% | $145,877-78.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 12.67% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,187 | $5,289-77.6% | $4,936-76.0% | $4,663-74.6% |
| Participant deferral / active EE | $939 | $8,429-88.9% | $8,071-88.4% | $6,691-86.0% |
| Admin fee / account holder | $202 | $15,050-98.7% | $13,005-98.4% | $13,402-98.5% |