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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 | $26,226 | $136,860-80.8% | $120,344-78.2% | $154,746-83.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.26% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,511 | $3,533-28.9% | $3,020-16.9% | $4,379-42.7% |
| Participant deferral / active EE | $1,354 | $5,793-76.6% | $5,135-73.6% | $6,730-79.9% |
| Admin fee / account holder | $132 | $15,393-99.1% | $12,742-99.0% | $14,365-99.1% |