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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 | $52,991 | $110,278-51.9% | $95,740-44.7% | $139,466-62.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.27% | 27.19%-7.9pp | 28.41%-9.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $564 | $3,260-82.7% | $2,836-80.1% | $4,754-88.1% |
| Participant deferral / active EE | $171 | $4,674-96.3% | $4,244-96.0% | $6,712-97.4% |
| Admin fee / account holder | $18 | $6,613-99.7% | $5,676-99.7% | $11,409-99.8% |