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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 | $22,067 | $162,136-86.4% | $152,301-85.5% | $154,746-85.7% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 24.08% | 91.02%-66.9pp | 80.50%-56.4pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,828 | $4,890-62.6% | $4,624-60.5% | $4,379-58.3% |
| Participant deferral / active EE | $2,149 | $8,341-74.2% | $8,004-73.2% | $6,730-68.1% |
| Admin fee / account holder | $16 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |