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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 | $71,219 | $211,224-66.3% | $178,505-60.1% | $145,897-51.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.06% | 30.28%-22.2pp | 27.16%-19.1pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,185 | $4,577-74.1% | $3,955-70.0% | $4,663-74.6% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $280 | $12,109-97.7% | $10,428-97.3% | $13,390-97.9% |