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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 | $67,877 | $118,869-42.9% | $96,575-29.7% | $167,518-59.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.16% | 50.49%-39.3pp | 37.79%-26.6pp | 478.71%-467.6pp |
| Employer contribution / active EE | $2,881 | $3,120-7.7% | $2,357+22.2% | $4,838-40.5% |
| Participant deferral / active EE | $1,098 | $4,616-76.2% | $3,849-71.5% | $6,342-82.7% |
| Admin fee / account holder | $20 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |