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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 | $39,227 | $157,304-75.1% | $141,197-72.2% | $152,909-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.87% | 64.34%-49.5pp | 71.41%-56.5pp | 345.46%-330.6pp |
| Employer contribution / active EE | $2,302 | $5,263-56.3% | $4,736-51.4% | $4,764-51.7% |
| Participant deferral / active EE | $2,135 | $7,111-70.0% | $6,710-68.2% | $5,851-63.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |