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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 | $53,460 | $158,827-66.3% | $121,208-55.9% | $135,382-60.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 18.59% | -0.64%+19.2pp | 16.93%+1.7pp | 519.77%-501.2pp |
| Employer contribution / active EE | $4,215 | $5,666-25.6% | $4,023+4.8% | $4,779-11.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |