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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 | $26,276 | $165,381-84.1% | $149,730-82.5% | $158,966-83.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.39% | 348.29%-339.9pp | 276.70%-268.3pp | 302.95%-294.6pp |
| Employer contribution / active EE | $8,171 | $5,104+60.1% | $4,645+75.9% | $4,762+71.6% |
| Participant deferral / active EE | $1,152 | $7,182-84.0% | $6,843-83.2% | $5,983-80.7% |
| Admin fee / account holder | $261 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |