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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 | $29,199 | $65,364-55.3% | $92,909-68.6% | $72,975-60.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.34% | 42.11%-16.8pp | 109.44%-84.1pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,258 | $2,594-51.5% | $3,653-65.6% | $2,440-48.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |