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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 | $35,211 | $76,551-54.0% | $123,894-71.6% | $62,881-44.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.30% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,082 | $2,882-27.8% | $4,617-54.9% | $2,281-8.7% |
| Participant deferral / active EE | $1,274 | $4,840-73.7% | $5,984-78.7% | $3,203-60.2% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |