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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 | $18,673 | $115,903-83.9% | $100,528-81.4% | $158,966-88.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 33.74% | 34.80%-1.1pp | 30.90%+2.8pp | 302.95%-269.2pp |
| Employer contribution / active EE | $570 | $4,105-86.1% | $3,419-83.3% | $4,762-88.0% |
| Participant deferral / active EE | $690 | $6,677-89.7% | $6,271-89.0% | $5,983-88.5% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |