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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 | $93,785 | $149,741-37.4% | $118,914-21.1% | $158,982-41.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 16.27% | 19.94%-3.7pp | 35.89%-19.6pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,190 | $4,119-71.1% | $3,264-63.5% | $4,763-75.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $38 | $8,607-99.6% | $6,582-99.4% | $11,252-99.7% |