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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 | $14,444 | $172,111-91.6% | $150,298-90.4% | $137,256-89.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.02% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,367 | $4,636-70.5% | $4,154-67.1% | $4,156-67.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $80 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |