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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 | $25,638 | $155,555-83.5% | $146,866-82.5% | $155,188-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.72% | 115.41%-90.7pp | 102.85%-78.1pp | 148.84%-124.1pp |
| Employer contribution / active EE | $9,675 | $4,647+108.2% | $4,425+118.7% | $4,248+127.8% |
| Participant deferral / active EE | $2,161 | $8,044-73.1% | $7,759-72.2% | $6,531-66.9% |
| Admin fee / account holder | $46 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |