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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 | $34,537 | $167,533-79.4% | $151,645-77.2% | $134,545-74.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -13.94% | 7.81%-21.8pp | 3.34%-17.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,712 | $6,828-74.9% | $6,165-72.2% | $4,742-63.9% |
| Participant deferral / active EE | $2,887 | $8,985-67.9% | $8,363-65.5% | $6,401-54.9% |
| Admin fee / account holder | $49 | $13,781-99.6% | $11,614-99.6% | $11,431-99.6% |