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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 | $27,354 | $100,970-72.9% | $96,576-71.7% | $137,256-80.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.81% | 38.16%-19.3pp | 38.47%-19.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $7,308 | $3,809+91.9% | $3,553+105.7% | $4,156+75.8% |
| Participant deferral / active EE | $463 | $8,286-94.4% | $7,956-94.2% | $6,407-92.8% |
| Admin fee / account holder | $15 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |