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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 | $46,074 | $106,267-56.6% | $96,520-52.3% | $139,456-67.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.23% | 38.45%-23.2pp | 35.72%-20.5pp | 373.45%-358.2pp |
| Employer contribution / active EE | $19,635 | $4,105+378.3% | $3,739+425.2% | $4,753+313.1% |
| Participant deferral / active EE | $51 | $5,454-99.1% | $4,879-99.0% | $6,711-99.2% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |