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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 | $20,870 | $106,923-80.5% | $84,023-75.2% | $152,909-86.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.27% | 105.02%-92.7pp | 71.32%-59.1pp | 345.46%-333.2pp |
| Employer contribution / active EE | $5,389 | $2,735+97.0% | $1,984+171.6% | $4,764+13.1% |
| Participant deferral / active EE | $361 | $4,013-91.0% | $3,239-88.9% | $5,851-93.8% |
| Admin fee / account holder | $117 | $8,289-98.6% | $6,102-98.1% | $11,601-99.0% |