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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 | $30,186 | $48,364-37.6% | $71,796-58.0% | $62,881-52.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 478.00% | 13.16%+464.8pp | 78.04%+400.0pp | 20.14%+457.9pp |
| Employer contribution / active EE | $696 | $1,042-33.2% | $1,924-63.8% | $2,281-69.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $179 | $3,771-95.3% | $4,815-96.3% | $4,296-95.8% |