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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 | $31,697 | $104,937-69.8% | $84,628-62.5% | $152,897-79.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 10.72% | 373.88%-363.2pp | 258.80%-248.1pp | 345.43%-334.7pp |
| Employer contribution / active EE | $700 | $3,303-78.8% | $2,653-73.6% | $4,764-85.3% |
| Participant deferral / active EE | $798 | $4,690-83.0% | $3,900-79.5% | $5,851-86.4% |
| Admin fee / account holder | $148 | $6,243-97.6% | $4,914-97.0% | $11,599-98.7% |