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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 | $28,048 | $107,666-73.9% | $102,184-72.6% | $154,746-81.9% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 19.41% | 29.33%-9.9pp | 31.58%-12.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $590 | $3,846-84.7% | $3,594-83.6% | $4,379-86.5% |
| Participant deferral / active EE | $855 | $8,719-90.2% | $8,309-89.7% | $6,730-87.3% |
| Admin fee / account holder | $58 | $12,943-99.5% | $11,609-99.5% | $14,365-99.6% |