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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 | $13,965 | $45,041-69.0% | $63,003-77.8% | $70,131-80.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.59%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $420 | $2,052-79.5% | $2,760-84.8% | $2,342-82.1% |
| Participant deferral / active EE | $104 | $2,465-95.8% | $3,329-96.9% | $3,332-96.9% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |