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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 | $28,039 | $157,304-82.2% | $141,197-80.1% | $152,909-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.65% | 64.34%-40.7pp | 71.41%-47.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,179 | $5,263-77.6% | $4,736-75.1% | $4,764-75.3% |
| Participant deferral / active EE | $1,768 | $7,111-75.1% | $6,710-73.6% | $5,851-69.8% |
| Admin fee / account holder | $205 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |