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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 | $29,113 | $112,915-74.2% | $90,965-68.0% | $158,950-81.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 6.67% | 215.75%-209.1pp | 134.57%-127.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $1,589 | $2,894-45.1% | $2,122-25.1% | $4,762-66.6% |
| Participant deferral / active EE | $343 | $4,128-91.7% | $3,373-89.8% | $5,983-94.3% |
| Admin fee / account holder | $137 | $8,044-98.3% | $5,960-97.7% | $11,248-98.8% |