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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 | $15,134 | $169,161-91.1% | $129,295-88.3% | $145,959-89.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 11.25% | 14348.07%-14336.8pp | 9429.28%-9418.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $310 | $5,543-94.4% | $4,157-92.5% | $4,661-93.4% |
| Participant deferral / active EE | $251 | $4,989-95.0% | $4,169-94.0% | $6,689-96.2% |
| Admin fee / account holder | $220 | $9,878-97.8% | $7,665-97.1% | $13,398-98.4% |