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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 | $25,292 | $136,860-81.5% | $120,344-79.0% | $154,746-83.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.11% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,800 | $3,533-49.1% | $3,020-40.4% | $4,379-58.9% |
| Participant deferral / active EE | $408 | $5,793-93.0% | $5,135-92.1% | $6,730-93.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |