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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 | $51,885 | $107,666-51.8% | $102,184-49.2% | $154,746-66.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 91.96% | 29.33%+62.6pp | 31.58%+60.4pp | 172.34%-80.4pp |
| Employer contribution / active EE | $707 | $3,846-81.6% | $3,594-80.3% | $4,379-83.9% |
| Participant deferral / active EE | $802 | $8,719-90.8% | $8,309-90.3% | $6,730-88.1% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |