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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 | $24,461 | $107,666-77.3% | $102,184-76.1% | $154,746-84.2% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.6%-12.6pp | 80.7%-10.7pp |
| Annual return | 17.50% | 29.33%-11.8pp | 31.58%-14.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,752 | $3,846-54.4% | $3,594-51.2% | $4,379-60.0% |
| Participant deferral / active EE | $2,564 | $8,719-70.6% | $8,309-69.1% | $6,730-61.9% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |