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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 | $154,228-83.4% | $145,433-82.4% | $137,256-81.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.72% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $9,675 | $4,804+101.4% | $4,554+112.4% | $4,156+132.8% |
| Participant deferral / active EE | $2,161 | $8,216-73.7% | $7,897-72.6% | $6,407-66.3% |
| Admin fee / account holder | $46 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |