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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 | $37,790 | $107,666-64.9% | $102,184-63.0% | $154,746-75.6% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 54.65% | 29.33%+25.3pp | 31.58%+23.1pp | 172.34%-117.7pp |
| Employer contribution / active EE | $300 | $3,846-92.2% | $3,594-91.7% | $4,379-93.1% |
| Participant deferral / active EE | $501 | $8,719-94.3% | $8,309-94.0% | $6,730-92.6% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |