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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 | $70,040 | $101,795-31.2% | $165,100-57.6% | $80,959-13.5% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.4pp | 67.7%+29.4pp |
| Annual return | 16.47% | 16.73%-0.3pp | 70.21%-53.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,664 | $2,954-9.8% | $4,348-38.7% | $2,757-3.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |