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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 | $29,034 | $156,398-81.4% | $147,318-80.3% | $138,895-79.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.98% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,489 | $4,853-69.3% | $4,593-67.6% | $4,194-64.5% |
| Participant deferral / active EE | $2,405 | $8,237-70.8% | $7,906-69.6% | $6,396-62.4% |
| Admin fee / account holder | $170 | $14,976-98.9% | $13,708-98.8% | $12,562-98.6% |