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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 | $30,050 | $45,438-33.9% | $80,004-62.4% | $59,633-49.6% |
| Participation rate | 94.1% | 63.7%+30.4pp | 73.0%+21.1pp | 68.7%+25.4pp |
| Annual return | 3.40% | 5.10%-1.7pp | 7.63%-4.2pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $608 | $1,236-50.8% | $2,473-75.4% | $2,203-72.4% |
| Participant deferral / active EE | $457 | $2,231-79.5% | $3,204-85.7% | $3,192-85.7% |
| Admin fee / account holder | $23 | $3,464-99.3% | $5,033-99.5% | $4,297-99.5% |