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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 | $12,080 | $100,279-88.0% | $81,353-85.2% | $145,884-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.70% | 34.49%-26.8pp | 24.82%-17.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,975 | $2,979-33.7% | $2,464-19.9% | $4,662-57.6% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $92 | $8,206-98.9% | $5,766-98.4% | $13,392-99.3% |