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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 | $23,775 | $114,013-79.1% | $103,693-77.1% | $155,188-84.7% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.6pp | 80.8%+14.4pp |
| Annual return | 13.80% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,400 | $3,131-23.4% | $2,920-17.8% | $4,248-43.5% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $192 | $8,407-97.7% | $7,858-97.6% | $14,480-98.7% |