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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 | $36,428 | $107,666-66.2% | $102,184-64.4% | $154,746-76.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.46% | 29.33%-10.9pp | 31.58%-13.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,412 | $3,846-37.3% | $3,594-32.9% | $4,379-44.9% |
| Participant deferral / active EE | $1,683 | $8,719-80.7% | $8,309-79.7% | $6,730-75.0% |
| Admin fee / account holder | $19 | $12,943-99.9% | $11,609-99.8% | $14,365-99.9% |